SGOV 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: 196,734 shares; 2024Q4: 525,276 shares; 2025Q1: 537,697 shares; 2025Q2: 608,670 shares; 2025Q3: 666,085 shares; 2025Q4: 672,747 shares; 2026Q1: 600,219 shares 600,219 $60.4M 4.69% -72,528 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,821 shares; 2024Q4: 208,367 shares; 2025Q1: 286,569 shares; 2025Q2: 331,880 shares; 2025Q3: 430,160 shares; 2025Q4: 522,585 shares; 2026Q1: 617,252 shares 617,252 $47.2M 3.66% +94,667 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,579 shares; 2024Q4: 454,685 shares; 2025Q1: 541,721 shares; 2025Q2: 611,808 shares; 2025Q3: 661,469 shares; 2025Q4: 695,651 shares; 2026Q1: 743,606 shares 743,606 $42.1M 3.26% +47,955 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,004 shares; 2024Q4: 97,283 shares; 2025Q1: 114,869 shares; 2025Q2: 122,248 shares; 2025Q3: 127,249 shares; 2025Q4: 136,475 shares; 2026Q1: 150,279 shares 150,279 $37.4M 2.9% +13,804 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: 102,145 shares; 2024Q4: 111,599 shares; 2025Q1: 114,121 shares; 2025Q2: 117,286 shares; 2025Q3: 118,714 shares; 2025Q4: 130,648 shares; 2026Q1: 133,792 shares 133,792 $34M 2.63% +3,144 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,181 shares; 2024Q4: 666,521 shares; 2025Q1: 938,764 shares; 2025Q2: 1,085,086 shares; 2025Q3: 1,241,866 shares; 2025Q4: 1,308,480 shares; 2026Q1: 1,370,872 shares 1,370,872 $26.9M 2.09% +62,392 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,213 shares; 2024Q4: 686,681 shares; 2025Q1: 969,919 shares; 2025Q2: 1,116,372 shares; 2025Q3: 1,276,992 shares; 2025Q4: 1,331,110 shares; 2026Q1: 1,358,845 shares 1,358,845 $26.5M 2.06% +27,735 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,957 shares; 2024Q4: 599,401 shares; 2025Q1: 848,590 shares; 2025Q2: 995,005 shares; 2025Q3: 1,135,738 shares; 2025Q4: 1,205,018 shares; 2026Q1: 1,249,969 shares 1,249,969 $25.5M 1.98% +44,951 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,318 shares; 2024Q4: 677,785 shares; 2025Q1: 949,875 shares; 2025Q2: 1,092,507 shares; 2025Q3: 1,226,776 shares; 2025Q4: 1,295,196 shares; 2026Q1: 1,329,857 shares 1,329,857 $24.8M 1.92% +34,661 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; 2024Q2: restricted; 2024Q3: 183,862 shares; 2024Q4: 450,836 shares; 2025Q1: 861,146 shares; 2025Q2: 1,037,074 shares; 2025Q3: 1,257,278 shares; 2025Q4: 1,367,029 shares; 2026Q1: 1,459,850 shares 1,459,850 $24M 1.86% +92,821 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; 2024Q2: restricted; 2024Q3: 448,054 shares; 2024Q4: 669,352 shares; 2025Q1: 968,947 shares; 2025Q2: 1,123,513 shares; 2025Q3: 1,285,809 shares; 2025Q4: 1,351,092 shares; 2026Q1: 1,420,995 shares 1,420,995 $23.8M 1.84% +69,903 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,598 shares; 2024Q4: 95,676 shares; 2025Q1: 126,198 shares; 2025Q2: 203,228 shares; 2025Q3: 292,287 shares; 2025Q4: 349,607 shares; 2026Q1: 487,362 shares 487,362 $22.2M 1.73% +137,755 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; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,964 shares; 2025Q1: 30,286 shares; 2025Q2: 34,846 shares; 2025Q3: 38,472 shares; 2025Q4: 918,123 shares; 2026Q1: 1,056,767 shares 1,056,767 $21.8M 1.69% +138,644 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: 96,837 shares; 2024Q4: 107,152 shares; 2025Q1: 109,224 shares; 2025Q2: 111,979 shares; 2025Q3: 113,906 shares; 2025Q4: 115,309 shares; 2026Q1: 118,673 shares 118,673 $20.7M 1.61% +3,364 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: 57,542 shares; 2024Q4: 56,401 shares; 2025Q1: 51,452 shares; 2025Q2: 48,030 shares; 2025Q3: 45,834 shares; 2025Q4: 45,220 shares; 2026Q1: 45,199 shares 45,199 $19.7M 1.53% -21 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: 39,694 shares; 2024Q4: 42,472 shares; 2025Q1: 48,533 shares; 2025Q2: 48,627 shares; 2025Q3: 51,132 shares; 2025Q4: 51,905 shares; 2026Q1: 52,806 shares 52,806 $19.5M 1.52% +901 Timeline JPEF 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: 94,974 shares; 2024Q4: 145,558 shares; 2025Q1: 207,484 shares; 2025Q2: 227,618 shares; 2025Q3: 223,779 shares; 2025Q4: 232,019 shares; 2026Q1: 219,224 shares 219,224 $15.7M 1.22% -12,795 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: 22,289 shares; 2024Q4: 27,508 shares; 2025Q1: 27,022 shares; 2025Q2: 22,771 shares; 2025Q3: 22,632 shares; 2025Q4: 22,067 shares; 2026Q1: 22,536 shares 22,536 $14.7M 1.14% +469 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,516 shares; 2024Q4: 60,098 shares; 2025Q1: 60,808 shares; 2025Q2: 61,498 shares; 2025Q3: 59,880 shares; 2025Q4: 59,225 shares; 2026Q1: 58,349 shares 58,349 $14.3M 1.11% -876 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: 21,952 shares; 2024Q4: 24,923 shares; 2025Q1: 24,929 shares; 2025Q2: 25,718 shares; 2025Q3: 25,919 shares; 2025Q4: 27,861 shares; 2026Q1: 28,577 shares 28,577 $12.3M 0.95% +716 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,989 shares; 2024Q4: 76,374 shares; 2025Q1: 76,856 shares; 2025Q2: 76,587 shares; 2025Q3: 79,442 shares; 2025Q4: 83,759 shares; 2026Q1: 93,169 shares 93,169 $10.7M 0.83% +9,410 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: 57,412 shares; 2024Q4: 59,502 shares; 2025Q1: 58,392 shares; 2025Q2: 43,011 shares; 2025Q3: 44,827 shares; 2025Q4: 47,622 shares; 2026Q1: 50,538 shares 50,538 $10.5M 0.82% +2,916 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: 26,242 shares; 2024Q4: 45,375 shares; 2025Q1: 47,495 shares; 2025Q2: 35,594 shares; 2025Q3: 45,745 shares; 2025Q4: 46,055 shares; 2026Q1: 36,263 shares 36,263 $10.4M 0.81% -9,792 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,035 shares; 2025Q1: 26,289 shares; 2025Q2: 65,539 shares; 2025Q3: 108,407 shares; 2025Q4: 138,662 shares; 2026Q1: 220,859 shares 220,859 $10.4M 0.8% +82,197 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,784 shares; 2024Q4: 68,903 shares; 2025Q1: 73,708 shares; 2025Q2: 70,551 shares; 2025Q3: 82,268 shares; 2025Q4: 89,533 shares; 2026Q1: 104,046 shares 104,046 $10.2M 0.79% +14,513 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,472 shares; 2024Q4: 21,520 shares; 2025Q1: 36,095 shares; 2025Q2: 43,449 shares; 2025Q3: 58,913 shares; 2025Q4: 89,334 shares; 2026Q1: 117,952 shares 117,952 $10M 0.78% +28,618 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,859 shares; 2024Q4: 106,524 shares; 2025Q1: 107,198 shares; 2025Q2: 111,733 shares; 2025Q3: 108,061 shares; 2025Q4: 109,629 shares; 2026Q1: 105,812 shares 105,812 $9.81M 0.76% -3,817 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: not reported; 2024Q4: 31,604 shares; 2025Q1: 63,298 shares; 2025Q2: 82,111 shares; 2025Q3: 85,517 shares; 2025Q4: 90,529 shares; 2026Q1: 85,114 shares 85,114 $9.4M 0.73% -5,415 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: 23,562 shares; 2024Q4: 24,430 shares; 2025Q1: 18,049 shares; 2025Q2: 18,912 shares; 2025Q3: 18,787 shares; 2025Q4: 18,674 shares; 2026Q1: 18,794 shares 18,794 $9.01M 0.7% +120 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,270 shares; 2024Q4: 38,005 shares; 2025Q1: 42,801 shares; 2025Q2: 47,397 shares; 2025Q3: 57,307 shares; 2025Q4: 71,310 shares; 2026Q1: 91,782 shares 91,782 $8.87M 0.69% +20,472 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,311 shares; 2024Q4: 322,342 shares; 2025Q1: 334,935 shares; 2025Q2: 288,909 shares; 2025Q3: 222,217 shares; 2025Q4: 176,448 shares; 2026Q1: 135,874 shares 135,874 $8.5M 0.66% -40,574 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: 138,534 shares; 2024Q4: 418,321 shares; 2025Q1: 411,454 shares; 2025Q2: 388,491 shares; 2025Q3: 366,798 shares; 2025Q4: 328,170 shares; 2026Q1: 272,986 shares 272,986 $8.38M 0.65% -55,184 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,535 shares; 2024Q4: 61,769 shares; 2025Q1: 60,852 shares; 2025Q2: 61,117 shares; 2025Q3: 60,010 shares; 2025Q4: 58,746 shares; 2026Q1: 57,270 shares 57,270 $8.36M 0.65% -1,476 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: 7,990 shares; 2024Q4: 11,050 shares; 2025Q1: 13,551 shares; 2025Q2: 24,797 shares; 2025Q3: 24,549 shares; 2025Q4: 25,084 shares; 2026Q1: 25,852 shares 25,852 $8.29M 0.64% +768 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,493 shares; 2024Q4: 61,125 shares; 2025Q1: 56,120 shares; 2025Q2: 54,727 shares; 2025Q3: 53,667 shares; 2025Q4: 53,978 shares; 2026Q1: 52,079 shares 52,079 $7.42M 0.58% -1,899 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: 8,086 shares; 2024Q4: 8,520 shares; 2025Q1: 8,464 shares; 2025Q2: 7,923 shares; 2025Q3: 9,559 shares; 2025Q4: 11,754 shares; 2026Q1: 12,679 shares 12,679 $7.32M 0.57% +925 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,274 shares; 2024Q4: 13,116 shares; 2025Q1: 23,157 shares; 2025Q2: 33,929 shares; 2025Q3: 49,372 shares; 2025Q4: 57,369 shares; 2026Q1: 73,242 shares 73,242 $7.03M 0.55% +15,873 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: 37,823 shares; 2024Q4: 41,758 shares; 2025Q1: 43,140 shares; 2025Q2: 43,286 shares; 2025Q3: 43,115 shares; 2025Q4: 41,493 shares; 2026Q1: 39,820 shares 39,820 $6.76M 0.52% -1,673 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,481 shares; 2024Q4: 152,393 shares; 2025Q1: 155,439 shares; 2025Q2: 152,477 shares; 2025Q3: 152,886 shares; 2025Q4: 152,806 shares; 2026Q1: 151,084 shares 151,084 $6.74M 0.52% -1,722 Timeline OEF 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: 70,398 shares; 2024Q4: 64,785 shares; 2025Q1: 46,163 shares; 2025Q2: 35,866 shares; 2025Q3: 23,839 shares; 2025Q4: 22,561 shares; 2026Q1: 21,085 shares 21,085 $6.71M 0.52% -1,476 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 15,723 shares; 2025Q1: 29,224 shares; 2025Q2: 102,675 shares; 2025Q3: 107,769 shares; 2025Q4: 113,994 shares; 2026Q1: 104,094 shares 104,094 $6.65M 0.52% -9,900 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,922 shares; 2024Q4: 33,850 shares; 2025Q1: 59,102 shares; 2025Q2: 91,557 shares; 2025Q3: 124,818 shares; 2025Q4: 143,212 shares; 2026Q1: 139,226 shares 139,226 $6.29M 0.49% -3,986 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,227 shares; 2024Q4: 185,261 shares; 2025Q1: 193,116 shares; 2025Q2: 186,963 shares; 2025Q3: 167,501 shares; 2025Q4: 150,456 shares; 2026Q1: 119,352 shares 119,352 $6.26M 0.49% -31,104 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: 14,918 shares; 2024Q4: 18,016 shares; 2025Q1: 17,893 shares; 2025Q2: 19,594 shares; 2025Q3: 20,003 shares; 2025Q4: 19,572 shares; 2026Q1: 20,175 shares 20,175 $5.93M 0.46% +603 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 12,375 shares; 2025Q1: 28,492 shares; 2025Q2: 37,078 shares; 2025Q3: 47,940 shares; 2025Q4: 48,138 shares; 2026Q1: 62,155 shares 62,155 $5.88M 0.46% +14,017 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 43,494 shares; 2025Q1: 48,475 shares; 2025Q2: 50,388 shares; 2025Q3: 54,637 shares; 2025Q4: 55,038 shares; 2026Q1: 61,738 shares 61,738 $5.72M 0.44% +6,700 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,368 shares; 2024Q4: 56,551 shares; 2025Q1: 50,821 shares; 2025Q2: 53,691 shares; 2025Q3: 53,008 shares; 2025Q4: 58,587 shares; 2026Q1: 61,758 shares 61,758 $5.66M 0.44% +3,171 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; 2024Q2: restricted; 2024Q3: 90,455 shares; 2024Q4: 77,870 shares; 2025Q1: 67,870 shares; 2025Q2: 69,728 shares; 2025Q3: 73,474 shares; 2025Q4: 92,592 shares; 2026Q1: 107,589 shares 107,589 $5.62M 0.44% +14,997 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: 15,076 shares; 2024Q4: 15,411 shares; 2025Q1: 15,551 shares; 2025Q2: 16,121 shares; 2025Q3: 17,036 shares; 2025Q4: 17,849 shares; 2026Q1: 18,068 shares 18,068 $5.59M 0.43% +219 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,792 shares; 2024Q4: 22,300 shares; 2025Q1: 22,832 shares; 2025Q2: 22,941 shares; 2025Q3: 28,632 shares; 2025Q4: 28,096 shares; 2026Q1: 26,858 shares 26,858 $5.56M 0.43% -1,238 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 27,396 shares; 2025Q3: 27,526 shares; 2025Q4: 45,813 shares; 2026Q1: 45,974 shares 45,974 $5.08M 0.39% +161 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,493 shares; 2024Q4: 38,944 shares; 2025Q1: 38,830 shares; 2025Q2: 38,049 shares; 2025Q3: 38,597 shares; 2025Q4: 38,520 shares; 2026Q1: 38,418 shares 38,418 $5.03M 0.39% -102 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 9,444 shares; 2025Q1: 9,662 shares; 2025Q2: 9,395 shares; 2025Q3: 10,218 shares; 2025Q4: 11,993 shares; 2026Q1: 13,015 shares 13,015 $4.99M 0.39% +1,022 Timeline IBDT 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: 169,630 shares; 2024Q4: 179,035 shares; 2025Q1: 183,117 shares; 2025Q2: 183,533 shares; 2025Q3: 179,777 shares; 2025Q4: 187,199 shares; 2026Q1: 195,823 shares 195,823 $4.96M 0.38% +8,624 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: 5,803 shares; 2024Q4: 6,900 shares; 2025Q1: 6,779 shares; 2025Q2: 9,563 shares; 2025Q3: 9,642 shares; 2025Q4: 8,325 shares; 2026Q1: 8,620 shares 8,620 $4.93M 0.38% +295 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: 19,552 shares; 2024Q4: 18,564 shares; 2025Q1: 21,840 shares; 2025Q2: 23,101 shares; 2025Q3: 26,397 shares; 2025Q4: 67,572 shares; 2026Q1: 79,657 shares 79,657 $4.88M 0.38% +12,085 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: 14,173 shares; 2024Q4: 17,795 shares; 2025Q1: 18,021 shares; 2025Q2: 18,167 shares; 2025Q3: 16,001 shares; 2025Q4: 16,506 shares; 2026Q1: 16,859 shares 16,859 $4.84M 0.38% +353 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: 3,237 shares; 2024Q4: 4,132 shares; 2025Q1: 4,123 shares; 2025Q2: 4,142 shares; 2025Q3: 4,185 shares; 2025Q4: 4,617 shares; 2026Q1: 5,174 shares 5,174 $4.76M 0.37% +557 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,655 shares; 2024Q4: 12,933 shares; 2025Q1: 21,016 shares; 2025Q2: 30,096 shares; 2025Q3: 35,440 shares; 2025Q4: 72,322 shares; 2026Q1: 69,745 shares 69,745 $4.75M 0.37% -2,577 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: 12,779 shares; 2024Q4: 11,945 shares; 2025Q1: 12,006 shares; 2025Q2: 11,356 shares; 2025Q3: 11,855 shares; 2025Q4: 12,633 shares; 2026Q1: 12,489 shares 12,489 $4.64M 0.36% -144 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,918 shares; 2024Q4: 123,727 shares; 2025Q1: 123,855 shares; 2025Q2: 118,991 shares; 2025Q3: 117,554 shares; 2025Q4: 118,372 shares; 2026Q1: 120,475 shares 120,475 $4.56M 0.35% +2,103 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 13,336 shares; 2025Q1: 14,049 shares; 2025Q2: 21,969 shares; 2025Q3: 24,004 shares; 2025Q4: 23,445 shares; 2026Q1: 23,521 shares 23,521 $4.54M 0.35% +76 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: 4,559 shares; 2024Q4: 6,068 shares; 2025Q1: 6,069 shares; 2025Q2: 6,109 shares; 2025Q3: 6,193 shares; 2025Q4: 6,030 shares; 2026Q1: 6,292 shares 6,292 $4.46M 0.35% +262 Timeline IBDR 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: 94,886 shares; 2024Q4: 109,734 shares; 2025Q1: 155,231 shares; 2025Q2: 166,410 shares; 2025Q3: 179,253 shares; 2025Q4: 171,543 shares; 2026Q1: 174,842 shares 174,842 $4.24M 0.33% +3,299 Timeline E ENI SPA More: the full row for ENI SPA 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: 74,348 shares; 2026Q1: 74,288 shares 74,288 $4.21M 0.33% -60 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,049 shares; 2025Q2: 42,562 shares; 2025Q3: 44,501 shares; 2025Q4: 49,179 shares; 2026Q1: 52,235 shares 52,235 $4.17M 0.32% +3,056 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,325 shares; 2025Q1: 16,828 shares; 2025Q2: 17,753 shares; 2025Q3: 21,421 shares; 2025Q4: 26,425 shares; 2026Q1: 31,314 shares 31,314 $4.17M 0.32% +4,889 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: 16,979 shares; 2024Q4: 16,872 shares; 2025Q1: 16,755 shares; 2025Q2: 16,188 shares; 2025Q3: 15,760 shares; 2025Q4: 16,248 shares; 2026Q1: 16,165 shares 16,165 $4.16M 0.32% -83 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: 158,130 shares; 2024Q4: 143,125 shares; 2025Q1: 125,813 shares; 2025Q2: 102,480 shares; 2025Q3: 85,293 shares; 2025Q4: 67,360 shares; 2026Q1: 53,952 shares 53,952 $4.07M 0.32% -13,408 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 18,640 shares; 2025Q1: 18,781 shares; 2025Q2: 18,907 shares; 2025Q3: 19,428 shares; 2025Q4: 21,043 shares; 2026Q1: 20,487 shares 20,487 $4.02M 0.31% -556 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,494 shares; 2024Q4: 17,080 shares; 2025Q1: 16,814 shares; 2025Q2: 17,086 shares; 2025Q3: 17,272 shares; 2025Q4: 18,164 shares; 2026Q1: 17,998 shares 17,998 $3.91M 0.3% -166 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,235 shares; 2025Q1: 2,618 shares; 2025Q2: 3,253 shares; 2025Q3: 12,800 shares; 2025Q4: 24,670 shares; 2026Q1: 40,263 shares 40,263 $3.89M 0.3% +15,593 Timeline IBDS 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: 98,015 shares; 2024Q4: 114,996 shares; 2025Q1: 131,404 shares; 2025Q2: 139,881 shares; 2025Q3: 143,652 shares; 2025Q4: 150,202 shares; 2026Q1: 159,136 shares 159,136 $3.86M 0.3% +8,934 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,269 shares; 2024Q4: 50,038 shares; 2025Q1: 53,553 shares; 2025Q2: 64,297 shares; 2025Q3: 66,315 shares; 2025Q4: 72,562 shares; 2026Q1: 78,635 shares 78,635 $3.8M 0.29% +6,073 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,596 shares; 2024Q4: 61,575 shares; 2025Q1: 92,581 shares; 2025Q2: 125,103 shares; 2025Q3: 131,453 shares; 2025Q4: 137,875 shares; 2026Q1: 158,601 shares 158,601 $3.71M 0.29% +20,726 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; 2024Q2: restricted; 2024Q3: 115,245 shares; 2024Q4: 116,132 shares; 2025Q1: 120,206 shares; 2025Q2: 117,754 shares; 2025Q3: 118,650 shares; 2025Q4: 120,673 shares; 2026Q1: 119,208 shares 119,208 $3.67M 0.28% -1,465 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,506 shares; 2024Q4: 60,302 shares; 2025Q1: 89,550 shares; 2025Q2: 129,978 shares; 2025Q3: 132,972 shares; 2025Q4: 143,271 shares; 2026Q1: 154,755 shares 154,755 $3.66M 0.28% +11,484 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 10,622 shares; 2025Q1: 10,050 shares; 2025Q2: 10,325 shares; 2025Q3: 10,313 shares; 2025Q4: 65,226 shares; 2026Q1: 64,469 shares 64,469 $3.56M 0.28% -757 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,570 shares; 2024Q4: 54,553 shares; 2025Q1: 78,862 shares; 2025Q2: 120,405 shares; 2025Q3: 127,682 shares; 2025Q4: 135,239 shares; 2026Q1: 150,408 shares 150,408 $3.56M 0.28% +15,169 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; 2024Q2: restricted; 2024Q3: 44,169 shares; 2024Q4: 58,467 shares; 2025Q1: 90,109 shares; 2025Q2: 131,932 shares; 2025Q3: 144,286 shares; 2025Q4: 142,081 shares; 2026Q1: 162,700 shares 162,700 $3.55M 0.28% +20,619 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,118 shares; 2024Q4: 55,888 shares; 2025Q1: 86,765 shares; 2025Q2: 119,651 shares; 2025Q3: 128,810 shares; 2025Q4: 133,311 shares; 2026Q1: 153,210 shares 153,210 $3.53M 0.27% +19,899 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: 14,197 shares; 2024Q4: 27,535 shares; 2025Q1: 31,810 shares; 2025Q2: 31,511 shares; 2025Q3: 42,507 shares; 2025Q4: 55,295 shares; 2026Q1: 68,903 shares 68,903 $3.5M 0.27% +13,608 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 4,670 shares; 2025Q1: 4,380 shares; 2025Q2: 4,684 shares; 2025Q3: 4,581 shares; 2025Q4: 4,780 shares; 2026Q1: 10,288 shares 10,288 $3.48M 0.27% +5,508 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: 39,947 shares; 2024Q4: 47,217 shares; 2025Q1: 51,342 shares; 2025Q2: 51,325 shares; 2025Q3: 51,367 shares; 2025Q4: 51,034 shares; 2026Q1: 179,817 shares 179,817 $3.47M 0.27% +128,783 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: 11,977 shares; 2024Q4: 13,074 shares; 2025Q1: 12,676 shares; 2025Q2: 13,474 shares; 2025Q3: 13,819 shares; 2025Q4: 13,837 shares; 2026Q1: 14,268 shares 14,268 $3.46M 0.27% +431 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,104 shares; 2024Q4: 53,884 shares; 2025Q1: 54,558 shares; 2025Q2: 53,857 shares; 2025Q3: 54,077 shares; 2025Q4: 52,025 shares; 2026Q1: 51,960 shares 51,960 $3.43M 0.27% -65 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 9,744 shares; 2025Q1: 11,847 shares; 2025Q2: 12,597 shares; 2025Q3: 14,419 shares; 2025Q4: 17,665 shares; 2026Q1: 20,688 shares 20,688 $3.43M 0.27% +3,023 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 7,293 shares; 2025Q1: 7,412 shares; 2025Q2: 7,591 shares; 2025Q3: 8,300 shares; 2025Q4: 9,540 shares; 2026Q1: 25,715 shares 25,715 $3.39M 0.26% +16,175 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,443 shares; 2025Q1: 3,513 shares; 2025Q2: 3,833 shares; 2025Q3: 14,413 shares; 2025Q4: 14,292 shares; 2026Q1: 14,362 shares 14,362 $3.39M 0.26% +70 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,079 shares; 2025Q4: 23,598 shares; 2026Q1: 45,890 shares 45,890 $3.39M 0.26% +22,292 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,803 shares; 2024Q4: 44,081 shares; 2025Q1: 41,208 shares; 2025Q2: 35,344 shares; 2025Q3: 34,429 shares; 2025Q4: 37,371 shares; 2026Q1: 37,127 shares 37,127 $3.36M 0.26% -244 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: 76,947 shares; 2024Q4: 78,108 shares; 2025Q1: 71,719 shares; 2025Q2: 69,519 shares; 2025Q3: 69,420 shares; 2025Q4: 64,271 shares; 2026Q1: 63,342 shares 63,342 $3.34M 0.26% -929 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; 2024Q2: restricted; 2024Q3: 136,169 shares; 2024Q4: 99,875 shares; 2025Q1: 73,989 shares; 2025Q2: 61,918 shares; 2025Q3: 58,426 shares; 2025Q4: 55,825 shares; 2026Q1: 55,365 shares 55,365 $3.34M 0.26% -460 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW 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: 203,365 shares 203,365 $3.27M 0.25% new 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: 13,425 shares; 2024Q4: 14,031 shares; 2025Q1: 25,783 shares; 2025Q2: 37,852 shares; 2025Q3: 36,652 shares; 2025Q4: 35,712 shares; 2026Q1: 36,200 shares 36,200 $3.19M 0.25% +488 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: 26,875 shares; 2024Q4: 28,097 shares; 2025Q1: 28,708 shares; 2025Q2: 25,098 shares; 2025Q3: 25,147 shares; 2025Q4: 31,503 shares; 2026Q1: 34,772 shares 34,772 $3.19M 0.25% +3,269 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,327 shares; 2024Q4: 65,411 shares; 2025Q1: 67,375 shares; 2025Q2: 64,772 shares; 2025Q3: 57,916 shares; 2025Q4: 51,060 shares; 2026Q1: 42,076 shares 42,076 $3.07M 0.24% -8,984 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 7,037 shares; 2025Q1: 7,059 shares; 2025Q2: 8,592 shares; 2025Q3: 8,716 shares; 2025Q4: 8,743 shares; 2026Q1: 9,201 shares 9,201 $3.03M 0.23% +458 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,237 shares; 2024Q4: 39,908 shares; 2025Q1: 35,490 shares; 2025Q2: 35,207 shares; 2025Q3: 35,038 shares; 2025Q4: 58,033 shares; 2026Q1: 59,527 shares 59,527 $3.01M 0.23% +1,494 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,388 shares; 2025Q1: 73,650 shares; 2025Q2: 72,646 shares; 2025Q3: 78,138 shares; 2025Q4: 87,723 shares; 2026Q1: 92,461 shares 92,461 $2.87M 0.22% +4,738 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,314 shares; 2026Q1: 3,306 shares 3,306 $2.86M 0.22% -8 Timeline PCY 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: 136,467 shares; 2024Q4: 137,798 shares; 2025Q1: 137,259 shares; 2025Q2: 131,530 shares; 2025Q3: 131,573 shares; 2025Q4: 136,931 shares; 2026Q1: 136,404 shares 136,404 $2.85M 0.22% -527 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: 9,311 shares; 2024Q4: 9,779 shares; 2025Q1: 10,522 shares; 2025Q2: 12,683 shares; 2025Q3: 20,615 shares; 2025Q4: 34,344 shares; 2026Q1: 57,621 shares 57,621 $2.84M 0.22% +23,277 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,642 shares; 2025Q3: 23,290 shares; 2025Q4: 94,052 shares; 2026Q1: 114,289 shares 114,289 $2.84M 0.22% +20,237 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,075 shares; 2024Q4: 36,556 shares; 2025Q1: 68,418 shares; 2025Q2: 101,547 shares; 2025Q3: 108,991 shares; 2025Q4: 110,824 shares; 2026Q1: 134,630 shares 134,630 $2.81M 0.22% +23,806 Timeline IBDU 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: 92,855 shares; 2024Q4: 97,367 shares; 2025Q1: 99,039 shares; 2025Q2: 99,370 shares; 2025Q3: 101,928 shares; 2025Q4: 106,544 shares; 2026Q1: 120,459 shares 120,459 $2.8M 0.22% +13,915 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,618 shares; 2024Q4: 22,376 shares; 2025Q1: 24,382 shares; 2025Q2: 32,383 shares; 2025Q3: 37,789 shares; 2025Q4: 44,243 shares; 2026Q1: 46,147 shares 46,147 $2.73M 0.21% +1,904 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,897 shares; 2025Q3: 68,811 shares; 2025Q4: 68,858 shares; 2026Q1: 68,518 shares 68,518 $2.72M 0.21% -340 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,490 shares; 2024Q4: 8,882 shares; 2025Q1: 8,368 shares; 2025Q2: 8,364 shares; 2025Q3: 8,592 shares; 2025Q4: 8,717 shares; 2026Q1: 8,933 shares 8,933 $2.7M 0.21% +216 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,430 shares; 2024Q4: 96,430 shares; 2025Q1: 95,438 shares; 2025Q2: 95,648 shares; 2025Q3: 94,343 shares; 2025Q4: 91,355 shares; 2026Q1: 83,543 shares 83,543 $2.69M 0.21% -7,812 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,050 shares; 2025Q1: 43,548 shares; 2025Q2: 45,881 shares; 2025Q3: 46,154 shares; 2025Q4: 45,329 shares; 2026Q1: 48,431 shares 48,431 $2.67M 0.21% +3,102 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,874 shares; 2025Q1: 2,604 shares; 2025Q2: 2,533 shares; 2025Q3: 2,574 shares; 2025Q4: 2,610 shares; 2026Q1: 2,660 shares 2,660 $2.65M 0.21% +50 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 8,145 shares; 2025Q1: 7,344 shares; 2025Q2: 7,208 shares; 2025Q3: 8,331 shares; 2025Q4: 8,776 shares; 2026Q1: 11,136 shares 11,136 $2.65M 0.21% +2,360 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 4,178 shares; 2025Q1: 5,733 shares; 2025Q2: 16,759 shares; 2025Q3: 21,864 shares; 2025Q4: 23,656 shares; 2026Q1: 25,610 shares 25,610 $2.58M 0.2% +1,954 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,396 shares; 2024Q4: 80,712 shares; 2025Q1: 79,603 shares; 2025Q2: 76,246 shares; 2025Q3: 68,435 shares; 2025Q4: 56,207 shares; 2026Q1: 50,966 shares 50,966 $2.57M 0.2% -5,241 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,507 shares; 2024Q4: 11,902 shares; 2025Q1: 11,896 shares; 2025Q2: 12,003 shares; 2025Q3: 11,930 shares; 2025Q4: 11,882 shares; 2026Q1: 11,956 shares 11,956 $2.49M 0.19% +74 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,124 shares; 2024Q4: 21,562 shares; 2025Q1: 21,202 shares; 2025Q2: 21,132 shares; 2025Q3: 20,690 shares; 2025Q4: 20,347 shares; 2026Q1: 19,680 shares 19,680 $2.46M 0.19% -667 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,630 shares; 2025Q1: 36,870 shares; 2025Q2: 36,353 shares; 2025Q3: 35,697 shares; 2025Q4: 33,018 shares; 2026Q1: 32,740 shares 32,740 $2.46M 0.19% -278 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 27,149 shares; 2025Q1: 18,379 shares; 2025Q2: 18,305 shares; 2025Q3: 17,121 shares; 2025Q4: 17,562 shares; 2026Q1: 16,941 shares 16,941 $2.45M 0.19% -621 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 7,126 shares; 2025Q1: 6,868 shares; 2025Q2: 6,622 shares; 2025Q3: 5,711 shares; 2025Q4: 5,922 shares; 2026Q1: 5,722 shares 5,722 $2.44M 0.19% -200 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: 24,285 shares; 2024Q4: 20,501 shares; 2025Q1: 18,678 shares; 2025Q2: 15,347 shares; 2025Q3: 13,618 shares; 2025Q4: 13,038 shares; 2026Q1: 12,343 shares 12,343 $2.37M 0.18% -695 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,709 shares; 2025Q1: 3,575 shares; 2025Q2: 3,713 shares; 2025Q3: 3,715 shares; 2025Q4: 3,661 shares; 2026Q1: 3,538 shares 3,538 $2.31M 0.18% -123 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: 20,627 shares; 2024Q4: 20,354 shares; 2025Q1: 17,341 shares; 2025Q2: 18,385 shares; 2025Q3: 20,864 shares; 2025Q4: 26,396 shares; 2026Q1: 25,822 shares 25,822 $2.29M 0.18% -574 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: 1,975 shares; 2024Q4: 2,102 shares; 2025Q1: 2,061 shares; 2025Q2: 2,165 shares; 2025Q3: 2,233 shares; 2025Q4: 23,534 shares; 2026Q1: 23,796 shares 23,796 $2.29M 0.18% +262 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,288 shares; 2025Q1: 14,882 shares; 2025Q2: 10,856 shares; 2025Q3: 9,550 shares; 2025Q4: 9,247 shares; 2026Q1: 8,673 shares 8,673 $2.27M 0.18% -574 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 7,517 shares; 2025Q1: 7,282 shares; 2025Q2: 6,914 shares; 2025Q3: 7,039 shares; 2025Q4: 6,952 shares; 2026Q1: 7,422 shares 7,422 $2.24M 0.17% +470 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: 13,130 shares; 2024Q4: 14,351 shares; 2025Q1: 15,026 shares; 2025Q2: 15,482 shares; 2025Q3: 15,340 shares; 2025Q4: 17,305 shares; 2026Q1: 17,976 shares 17,976 $2.23M 0.17% +671 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 10,482 shares; 2025Q1: 10,475 shares; 2025Q2: 9,990 shares; 2025Q3: 10,148 shares; 2025Q4: 10,227 shares; 2026Q1: 10,228 shares 10,228 $2.22M 0.17% +1 Timeline BSJW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,592 shares; 2025Q2: 37,622 shares; 2025Q3: 84,823 shares; 2025Q4: 83,373 shares; 2026Q1: 87,363 shares 87,363 $2.2M 0.17% +3,990 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 9,074 shares; 2025Q1: 7,667 shares; 2025Q2: 10,604 shares; 2025Q3: 10,840 shares; 2025Q4: 10,614 shares; 2026Q1: 10,761 shares 10,761 $2.19M 0.17% +147 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: 8,637 shares; 2024Q4: 15,711 shares; 2025Q1: 18,554 shares; 2025Q2: 7,492 shares; 2025Q3: 8,477 shares; 2025Q4: 17,090 shares; 2026Q1: 16,154 shares 16,154 $2.15M 0.17% -936 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,122 shares; 2024Q4: 67,892 shares; 2025Q1: 69,233 shares; 2025Q2: 71,637 shares; 2025Q3: 74,633 shares; 2025Q4: 73,474 shares; 2026Q1: 73,332 shares 73,332 $2.13M 0.16% -142 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 9,709 shares; 2025Q1: 10,705 shares; 2025Q2: 10,964 shares; 2025Q3: 11,245 shares; 2025Q4: 13,066 shares; 2026Q1: 14,093 shares 14,093 $2.06M 0.16% +1,027 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares; 2025Q4: 23,325 shares; 2026Q1: 23,333 shares 23,333 $2.05M 0.16% +8 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,946 shares; 2024Q4: 34,908 shares; 2025Q1: 24,148 shares; 2025Q2: 18,471 shares; 2025Q3: 11,648 shares; 2025Q4: 11,488 shares; 2026Q1: 10,685 shares 10,685 $2.05M 0.16% -803 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: 3,653 shares; 2024Q4: 4,878 shares; 2025Q1: 5,297 shares; 2025Q2: 6,034 shares; 2025Q3: 6,126 shares; 2025Q4: 5,885 shares; 2026Q1: 5,963 shares 5,963 $2.02M 0.16% +78 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; 2024Q2: restricted; 2024Q3: 63,524 shares; 2024Q4: 67,472 shares; 2025Q1: 70,459 shares; 2025Q2: 94,004 shares; 2025Q3: 123,965 shares; 2025Q4: 111,671 shares; 2026Q1: 94,924 shares 94,924 $2M 0.15% -16,747 Timeline ILF 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: 46,575 shares; 2025Q4: 47,217 shares; 2026Q1: 55,927 shares 55,927 $1.99M 0.15% +8,710 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: 12,986 shares; 2024Q4: 16,734 shares; 2025Q1: 16,150 shares; 2025Q2: 16,507 shares; 2025Q3: 14,835 shares; 2025Q4: 14,378 shares; 2026Q1: 13,471 shares 13,471 $1.97M 0.15% -907 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: 1,639 shares; 2024Q4: 1,929 shares; 2025Q1: 2,149 shares; 2025Q2: 2,070 shares; 2025Q3: 2,865 shares; 2025Q4: 2,820 shares; 2026Q1: 3,243 shares 3,243 $1.94M 0.15% +423 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 9,222 shares; 2025Q1: 8,979 shares; 2025Q2: 8,665 shares; 2025Q3: 8,214 shares; 2025Q4: 8,090 shares; 2026Q1: 7,683 shares 7,683 $1.91M 0.15% -407 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,798 shares 27,798 $1.9M 0.15% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,033 shares; 2024Q4: 37,476 shares; 2025Q1: 38,363 shares; 2025Q2: 38,381 shares; 2025Q3: 41,347 shares; 2025Q4: 40,460 shares; 2026Q1: 38,775 shares 38,775 $1.89M 0.15% -1,685 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: 26,472 shares; 2024Q4: 24,608 shares; 2025Q1: 16,591 shares; 2025Q2: 12,223 shares; 2025Q3: 7,525 shares; 2025Q4: 7,254 shares; 2026Q1: 6,580 shares 6,580 $1.89M 0.15% -674 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 14,357 shares; 2025Q1: 13,818 shares; 2025Q2: 13,493 shares; 2025Q3: 13,024 shares; 2025Q4: 13,878 shares; 2026Q1: 11,856 shares 11,856 $1.84M 0.14% -2,022 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,748 shares; 2024Q4: 32,657 shares; 2025Q1: 30,579 shares; 2025Q2: 30,913 shares; 2025Q3: 32,062 shares; 2025Q4: 31,992 shares; 2026Q1: 28,614 shares 28,614 $1.83M 0.14% -3,378 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; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 25,226 shares; 2025Q1: 25,244 shares; 2025Q2: 24,492 shares; 2025Q3: 24,542 shares; 2025Q4: 20,097 shares; 2026Q1: 19,631 shares 19,631 $1.82M 0.14% -466 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; 2024Q2: restricted; 2024Q3: 29,511 shares; 2024Q4: 32,453 shares; 2025Q1: 31,322 shares; 2025Q2: 30,264 shares; 2025Q3: 29,868 shares; 2025Q4: 29,469 shares; 2026Q1: 30,549 shares 30,549 $1.8M 0.14% +1,080 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,761 shares; 2024Q4: 35,081 shares; 2025Q1: 28,564 shares; 2025Q2: 29,545 shares; 2025Q3: 29,625 shares; 2025Q4: 29,112 shares; 2026Q1: 26,509 shares 26,509 $1.79M 0.14% -2,603 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; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 34,028 shares; 2025Q1: 38,047 shares; 2025Q2: 75,537 shares; 2025Q3: 97,873 shares; 2025Q4: 86,137 shares; 2026Q1: 86,014 shares 86,014 $1.78M 0.14% -123 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,180 shares; 2025Q2: 30,069 shares; 2025Q3: 30,050 shares; 2025Q4: 30,050 shares; 2026Q1: 29,948 shares 29,948 $1.76M 0.14% -102 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 1,358 shares; 2025Q1: 1,346 shares; 2025Q2: 1,702 shares; 2025Q3: 1,942 shares; 2025Q4: 2,026 shares; 2026Q1: 2,000 shares 2,000 $1.69M 0.13% -26 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 8,644 shares; 2025Q1: 9,062 shares; 2025Q2: 10,093 shares; 2025Q3: 11,460 shares; 2025Q4: 33,475 shares; 2026Q1: 21,186 shares 21,186 $1.67M 0.13% -12,289 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: 8,269 shares; 2024Q4: 8,667 shares; 2025Q1: 8,640 shares; 2025Q2: 8,411 shares; 2025Q3: 8,570 shares; 2025Q4: 8,904 shares; 2026Q1: 9,056 shares 9,056 $1.67M 0.13% +152 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,904 shares; 2025Q1: 4,924 shares; 2025Q2: 5,321 shares; 2025Q3: 5,293 shares; 2025Q4: 5,355 shares; 2026Q1: 5,365 shares 5,365 $1.67M 0.13% +10 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,136 shares; 2024Q4: 68,495 shares; 2025Q1: 67,877 shares; 2025Q2: 66,816 shares; 2025Q3: 64,221 shares; 2025Q4: 61,976 shares; 2026Q1: 60,746 shares 60,746 $1.62M 0.13% -1,230 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: 23,756 shares; 2024Q4: 23,837 shares; 2025Q1: 27,035 shares; 2025Q2: 35,004 shares; 2025Q3: 48,519 shares; 2025Q4: 54,707 shares; 2026Q1: 57,638 shares 57,638 $1.62M 0.13% +2,931 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,636 shares; 2024Q4: 17,692 shares; 2025Q1: 18,452 shares; 2025Q2: 18,776 shares; 2025Q3: 19,702 shares; 2025Q4: 20,942 shares; 2026Q1: 21,217 shares 21,217 $1.61M 0.13% +275 Timeline JHMM 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,296 shares; 2025Q1: 26,398 shares; 2025Q2: 26,422 shares; 2025Q3: 28,049 shares; 2025Q4: 27,465 shares; 2026Q1: 23,873 shares 23,873 $1.6M 0.12% -3,592 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 26,998 shares; 2025Q1: 27,280 shares; 2025Q2: 27,495 shares; 2025Q3: 30,598 shares; 2025Q4: 35,983 shares; 2026Q1: 33,189 shares 33,189 $1.6M 0.12% -2,794 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,714 shares; 2025Q4: 56,601 shares; 2026Q1: 77,857 shares 77,857 $1.59M 0.12% +21,256 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 13,447 shares; 2025Q1: 12,115 shares; 2025Q2: 12,204 shares; 2025Q3: 12,303 shares; 2025Q4: 12,489 shares; 2026Q1: 13,015 shares 13,015 $1.57M 0.12% +526 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: 8,606 shares; 2024Q4: 8,629 shares; 2025Q1: 8,683 shares; 2025Q2: 8,099 shares; 2025Q3: 7,192 shares; 2025Q4: 7,225 shares; 2026Q1: 7,274 shares 7,274 $1.56M 0.12% +49 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 8,265 shares; 2025Q1: 8,237 shares; 2025Q2: 8,437 shares; 2025Q3: 8,389 shares; 2025Q4: 8,925 shares; 2026Q1: 8,490 shares 8,490 $1.55M 0.12% -435 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,974 shares; 2025Q1: 4,950 shares; 2025Q2: 5,304 shares; 2025Q3: 4,646 shares; 2025Q4: 4,540 shares; 2026Q1: 4,503 shares 4,503 $1.54M 0.12% -37 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,318 shares; 2024Q4: 18,338 shares; 2025Q1: 19,443 shares; 2025Q2: 17,743 shares; 2025Q3: 16,022 shares; 2025Q4: 15,719 shares; 2026Q1: 15,133 shares 15,133 $1.52M 0.12% -586 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,538 shares; 2024Q4: 12,717 shares; 2025Q1: 13,345 shares; 2025Q2: 13,538 shares; 2025Q3: 13,466 shares; 2025Q4: 15,564 shares; 2026Q1: 16,300 shares 16,300 $1.51M 0.12% +736 Timeline MLPA 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: 7,255 shares; 2024Q4: 7,546 shares; 2025Q1: 29,200 shares; 2025Q2: 28,721 shares; 2025Q3: 28,489 shares; 2025Q4: 27,433 shares; 2026Q1: 27,845 shares 27,845 $1.5M 0.12% +412 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD 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: 145,276 shares 145,276 $1.48M 0.11% new Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,604 shares; 2026Q1: 58,366 shares 58,366 $1.45M 0.11% -2,238 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,848 shares; 2026Q1: 70,144 shares 70,144 $1.44M 0.11% +37,296 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: 21,045 shares; 2024Q4: 19,568 shares; 2025Q1: 16,596 shares; 2025Q2: 16,115 shares; 2025Q3: 14,769 shares; 2025Q4: 14,527 shares; 2026Q1: 13,311 shares 13,311 $1.41M 0.11% -1,216 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,461 shares; 2025Q1: 5,643 shares; 2025Q2: 5,776 shares; 2025Q3: 5,749 shares; 2025Q4: 5,526 shares; 2026Q1: 6,204 shares 6,204 $1.4M 0.11% +678 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: 58,567 shares; 2024Q4: 51,126 shares; 2025Q1: 46,228 shares; 2025Q2: 46,033 shares; 2025Q3: 46,782 shares; 2025Q4: 28,112 shares; 2026Q1: 27,636 shares 27,636 $1.39M 0.11% -476 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 8,683 shares; 2025Q1: 8,695 shares; 2025Q2: 7,569 shares; 2025Q3: 11,813 shares; 2025Q4: 10,653 shares; 2026Q1: 10,449 shares 10,449 $1.38M 0.11% -204 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 846 shares; 2025Q2: 859 shares; 2025Q3: 862 shares; 2025Q4: 850 shares; 2026Q1: 1,559 shares 1,559 $1.36M 0.11% +709 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 9,342 shares; 2025Q1: 9,265 shares; 2025Q2: 10,223 shares; 2025Q3: 10,131 shares; 2025Q4: 10,003 shares; 2026Q1: 9,177 shares 9,177 $1.35M 0.1% -826 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,254 shares; 2025Q4: 15,799 shares; 2026Q1: 26,395 shares 26,395 $1.32M 0.1% +10,596 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,537 shares; 2025Q1: 2,843 shares; 2025Q2: 6,637 shares; 2025Q3: 6,646 shares; 2025Q4: 2,793 shares; 2026Q1: 2,634 shares 2,634 $1.32M 0.1% -159 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 4,212 shares; 2025Q1: 4,319 shares; 2025Q2: 4,727 shares; 2025Q3: 4,735 shares; 2025Q4: 4,443 shares; 2026Q1: 4,575 shares 4,575 $1.3M 0.1% +132 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 15,799 shares; 2025Q1: 14,496 shares; 2025Q2: 14,062 shares; 2025Q3: 13,850 shares; 2025Q4: 13,703 shares; 2026Q1: 13,385 shares 13,385 $1.3M 0.1% -318 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,531 shares; 2025Q1: 2,448 shares; 2025Q2: 2,252 shares; 2025Q3: 2,123 shares; 2025Q4: 3,049 shares; 2026Q1: 3,603 shares 3,603 $1.29M 0.1% +554 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 7,513 shares; 2025Q1: 7,505 shares; 2025Q2: 7,505 shares; 2025Q3: 7,505 shares; 2025Q4: 7,505 shares; 2026Q1: 7,472 shares 7,472 $1.26M 0.1% -33 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 3,438 shares; 2025Q1: 4,201 shares; 2025Q2: 3,437 shares; 2025Q3: 3,977 shares; 2025Q4: 3,565 shares; 2026Q1: 3,569 shares 3,569 $1.26M 0.1% +4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 10,005 shares; 2025Q1: 9,989 shares; 2025Q2: 9,988 shares; 2025Q3: 9,723 shares; 2025Q4: 10,681 shares; 2026Q1: 10,002 shares 10,002 $1.24M 0.1% -679 Timeline LRGF 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: 27,163 shares; 2024Q4: 27,342 shares; 2025Q1: 27,416 shares; 2025Q2: 26,909 shares; 2025Q3: 22,573 shares; 2025Q4: 22,608 shares; 2026Q1: 18,807 shares 18,807 $1.24M 0.1% -3,801 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,026 shares; 2024Q4: 26,796 shares; 2025Q1: 24,373 shares; 2025Q2: 23,411 shares; 2025Q3: 23,271 shares; 2025Q4: 23,264 shares; 2026Q1: 22,675 shares 22,675 $1.24M 0.1% -589 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,733 shares; 2024Q4: 23,398 shares; 2025Q1: 18,196 shares; 2025Q2: 18,061 shares; 2025Q3: 17,730 shares; 2025Q4: 36,289 shares; 2026Q1: 47,476 shares 47,476 $1.23M 0.1% +11,187 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 6,666 shares; 2025Q1: 6,813 shares; 2025Q2: 8,204 shares; 2025Q3: 8,128 shares; 2025Q4: 24,171 shares; 2026Q1: 10,677 shares 10,677 $1.21M 0.09% -13,494 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: 8,114 shares; 2024Q4: 8,367 shares; 2025Q1: 8,908 shares; 2025Q2: 8,562 shares; 2025Q3: 8,477 shares; 2025Q4: 8,562 shares; 2026Q1: 9,294 shares 9,294 $1.19M 0.09% +732 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,639 shares; 2025Q1: 5,669 shares; 2025Q2: 5,824 shares; 2025Q3: 5,404 shares; 2025Q4: 5,544 shares; 2026Q1: 5,549 shares 5,549 $1.19M 0.09% +5 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 8,986 shares; 2025Q1: 7,571 shares; 2025Q2: 7,655 shares; 2025Q3: 8,072 shares; 2025Q4: 7,911 shares; 2026Q1: 7,591 shares 7,591 $1.18M 0.09% -320 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,184 shares; 2025Q1: 2,069 shares; 2025Q2: 2,009 shares; 2025Q3: 1,962 shares; 2025Q4: 1,954 shares; 2026Q1: 1,947 shares 1,947 $1.18M 0.09% -7 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,802 shares; 2024Q4: 147,357 shares; 2025Q1: 71,407 shares; 2025Q2: 69,271 shares; 2025Q3: 69,268 shares; 2025Q4: 69,253 shares; 2026Q1: 68,596 shares 68,596 $1.17M 0.09% -657 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,911 shares; 2024Q4: 58,518 shares; 2025Q1: 58,154 shares; 2025Q2: 58,113 shares; 2025Q3: 14,612 shares; 2025Q4: 14,198 shares; 2026Q1: 15,074 shares 15,074 $1.17M 0.09% +876 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,521 shares; 2025Q1: 4,481 shares; 2025Q2: 4,444 shares; 2025Q3: 4,869 shares; 2025Q4: 4,821 shares; 2026Q1: 4,805 shares 4,805 $1.17M 0.09% -16 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,810 shares; 2025Q1: 10,523 shares; 2025Q2: 12,256 shares; 2025Q3: 11,533 shares; 2025Q4: 11,923 shares; 2026Q1: 12,751 shares 12,751 $1.17M 0.09% +828 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,679 shares; 2025Q1: 35,689 shares; 2025Q2: 28,747 shares; 2025Q3: 44,394 shares; 2025Q4: 46,120 shares; 2026Q1: 47,621 shares 47,621 $1.16M 0.09% +1,501 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: 12,169 shares; 2024Q4: 53,180 shares; 2025Q1: 52,867 shares; 2025Q2: 53,569 shares; 2025Q3: 52,381 shares; 2025Q4: 52,413 shares; 2026Q1: 44,953 shares 44,953 $1.15M 0.09% -7,460 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,219 shares; 2024Q4: 11,452 shares; 2025Q1: 10,488 shares; 2025Q2: 10,702 shares; 2025Q3: 10,156 shares; 2025Q4: 10,055 shares; 2026Q1: 10,274 shares 10,274 $1.11M 0.09% +219 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 5,844 shares; 2025Q1: 5,022 shares; 2025Q2: 5,044 shares; 2025Q3: 5,063 shares; 2025Q4: 5,405 shares; 2026Q1: 5,578 shares 5,578 $1.11M 0.09% +173 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: 4,694 shares; 2024Q4: 4,399 shares; 2025Q1: 4,599 shares; 2025Q2: 4,591 shares; 2025Q3: 4,582 shares; 2025Q4: 4,426 shares; 2026Q1: 4,430 shares 4,430 $1.11M 0.09% +4 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 22,074 shares; 2026Q1: 20,887 shares 20,887 $1.1M 0.09% -1,187 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,341 shares; 2024Q4: 23,956 shares; 2025Q1: 17,122 shares; 2025Q2: 13,058 shares; 2025Q3: 8,676 shares; 2025Q4: 13,612 shares; 2026Q1: 7,586 shares 7,586 $1.1M 0.09% -6,026 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,816 shares; 2025Q1: 1,821 shares; 2025Q2: 1,865 shares; 2025Q3: 1,859 shares; 2025Q4: 1,881 shares; 2026Q1: 2,008 shares 2,008 $1.08M 0.08% +127 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,360 shares; 2025Q1: 5,052 shares; 2025Q2: 4,729 shares; 2025Q3: 4,521 shares; 2025Q4: 4,504 shares; 2026Q1: 4,394 shares 4,394 $1.05M 0.08% -110 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; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,603 shares; 2025Q1: 2,417 shares; 2025Q2: 2,396 shares; 2025Q3: 2,407 shares; 2025Q4: 2,836 shares; 2026Q1: 2,938 shares 2,938 $1.05M 0.08% +102 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,503 shares; 2024Q4: 33,305 shares; 2025Q1: 35,179 shares; 2025Q2: 34,992 shares; 2025Q3: 32,778 shares; 2025Q4: 37,896 shares; 2026Q1: 46,524 shares 46,524 $1.02M 0.08% +8,628 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 4,455 shares; 2025Q1: 4,303 shares; 2025Q2: 4,020 shares; 2025Q3: 4,130 shares; 2025Q4: 3,678 shares; 2026Q1: 3,747 shares 3,747 $1.01M 0.08% +69 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,909 shares; 2025Q1: 9,448 shares; 2025Q2: 9,409 shares; 2025Q3: 11,103 shares; 2025Q4: 11,280 shares; 2026Q1: 10,479 shares 10,479 $1.01M 0.08% -801 Timeline DLN 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: 9,187 shares; 2025Q1: 9,601 shares; 2025Q2: 9,710 shares; 2025Q3: 9,722 shares; 2025Q4: 10,758 shares; 2026Q1: 11,300 shares 11,300 $1.01M 0.08% +542 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,056 shares; 2024Q4: 15,922 shares; 2025Q1: 16,964 shares; 2025Q2: 17,518 shares; 2025Q3: 18,451 shares; 2025Q4: 18,239 shares; 2026Q1: 18,628 shares 18,628 $1.01M 0.08% +389 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,303 shares; 2025Q1: 9,657 shares; 2025Q2: 8,832 shares; 2025Q3: 8,717 shares; 2025Q4: 8,745 shares; 2026Q1: 8,854 shares 8,854 $1M 0.08% +109 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,607 shares; 2025Q1: 17,045 shares; 2025Q2: 17,048 shares; 2025Q3: 17,051 shares; 2025Q4: 16,612 shares; 2026Q1: 16,578 shares 16,578 $997K 0.08% -34 Timeline TFLO 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: 12,110 shares; 2024Q4: 14,090 shares; 2025Q1: 14,687 shares; 2025Q2: 16,932 shares; 2025Q3: 16,914 shares; 2025Q4: 19,032 shares; 2026Q1: 19,568 shares 19,568 $991K 0.08% +536 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 6,188 shares; 2025Q1: 6,555 shares; 2025Q2: 6,581 shares; 2025Q3: 6,468 shares; 2025Q4: 6,831 shares; 2026Q1: 8,517 shares 8,517 $979K 0.08% +1,686 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,929 shares; 2024Q4: 42,741 shares; 2025Q1: 33,274 shares; 2025Q2: 23,057 shares; 2025Q3: 15,790 shares; 2025Q4: 15,580 shares; 2026Q1: 13,987 shares 13,987 $976K 0.08% -1,593 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; 2024Q2: restricted; 2024Q3: 111,677 shares; 2024Q4: 79,438 shares; 2025Q1: 71,289 shares; 2025Q2: 59,865 shares; 2025Q3: 43,200 shares; 2025Q4: 42,975 shares; 2026Q1: 46,046 shares 46,046 $974K 0.08% +3,071 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: 17,739 shares; 2024Q4: 15,380 shares; 2025Q1: 14,494 shares; 2025Q2: 10,061 shares; 2025Q3: 10,201 shares; 2025Q4: 10,337 shares; 2026Q1: 10,077 shares 10,077 $971K 0.08% -260 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,605 shares; 2025Q1: 20,397 shares; 2025Q2: 21,384 shares; 2025Q3: 22,444 shares; 2025Q4: 28,521 shares; 2026Q1: 28,854 shares 28,854 $969K 0.08% +333 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 13,934 shares; 2025Q1: 10,777 shares; 2025Q2: 10,799 shares; 2025Q3: 10,818 shares; 2025Q4: 10,840 shares; 2026Q1: 10,950 shares 10,950 $962K 0.07% +110 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,383 shares; 2024Q4: 17,698 shares; 2025Q1: 17,413 shares; 2025Q2: 16,781 shares; 2025Q3: 16,138 shares; 2025Q4: 15,008 shares; 2026Q1: 15,524 shares 15,524 $961K 0.07% +516 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,367 shares; 2024Q4: 14,963 shares; 2025Q1: 14,004 shares; 2025Q2: 13,404 shares; 2025Q3: 12,054 shares; 2025Q4: 12,196 shares; 2026Q1: 9,818 shares 9,818 $955K 0.07% -2,378 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,953 shares; 2026Q1: 24,822 shares 24,822 $953K 0.07% -131 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 6,685 shares; 2025Q1: 6,626 shares; 2025Q2: 6,685 shares; 2025Q3: 6,831 shares; 2025Q4: 6,795 shares; 2026Q1: 7,939 shares 7,939 $942K 0.07% +1,144 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,812 shares; 2025Q1: 4,624 shares; 2025Q2: 4,354 shares; 2025Q3: 4,269 shares; 2025Q4: 4,577 shares; 2026Q1: 4,046 shares 4,046 $930K 0.07% -531 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 5,605 shares; 2025Q1: 4,470 shares; 2025Q2: 4,598 shares; 2025Q3: 4,661 shares; 2025Q4: 4,825 shares; 2026Q1: 6,205 shares 6,205 $919K 0.07% +1,380 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: 12,516 shares; 2024Q4: 12,641 shares; 2025Q1: 12,804 shares; 2025Q2: 12,590 shares; 2025Q3: 12,322 shares; 2025Q4: 12,276 shares; 2026Q1: 12,101 shares 12,101 $885K 0.07% -175 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 16,823 shares; 2025Q1: 17,254 shares; 2025Q2: 16,784 shares; 2025Q3: 16,136 shares; 2025Q4: 13,508 shares; 2026Q1: 14,397 shares 14,397 $873K 0.07% +889 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 6,419 shares; 2025Q1: 6,166 shares; 2025Q2: 6,101 shares; 2025Q3: 6,155 shares; 2025Q4: 6,099 shares; 2026Q1: 5,425 shares 5,425 $866K 0.07% -674 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 9,937 shares; 2025Q1: 9,285 shares; 2025Q2: 14,413 shares; 2025Q3: 13,641 shares; 2025Q4: 14,030 shares; 2026Q1: 11,753 shares 11,753 $865K 0.07% -2,277 Timeline IWB 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: 2,149 shares; 2024Q4: 2,137 shares; 2025Q1: 2,142 shares; 2025Q2: 2,114 shares; 2025Q3: 2,118 shares; 2025Q4: 2,388 shares; 2026Q1: 2,392 shares 2,392 $853K 0.07% +4 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,060 shares; 2025Q1: 7,074 shares; 2025Q2: 7,026 shares; 2025Q3: 9,025 shares; 2025Q4: 8,796 shares; 2026Q1: 8,324 shares 8,324 $851K 0.07% -472 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,877 shares; 2025Q1: 8,312 shares; 2025Q2: 8,377 shares; 2025Q3: 8,842 shares; 2025Q4: 10,991 shares; 2026Q1: 13,296 shares 13,296 $826K 0.06% +2,305 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,340 shares; 2024Q4: 31,130 shares; 2025Q1: 31,135 shares; 2025Q2: 32,357 shares; 2025Q3: 28,893 shares; 2025Q4: 27,053 shares; 2026Q1: 33,647 shares 33,647 $816K 0.06% +6,594 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,658 shares; 2025Q1: 3,488 shares; 2025Q2: 3,576 shares; 2025Q3: 3,614 shares; 2025Q4: 3,546 shares; 2026Q1: 3,792 shares 3,792 $810K 0.06% +246 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; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,981 shares; 2025Q1: 2,325 shares; 2025Q2: 2,327 shares; 2025Q3: 2,335 shares; 2025Q4: 2,692 shares; 2026Q1: 2,687 shares 2,687 $784K 0.06% -5 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,563 shares; 2025Q1: 5,067 shares; 2025Q2: 4,524 shares; 2025Q3: 4,489 shares; 2025Q4: 4,676 shares; 2026Q1: 4,179 shares 4,179 $780K 0.06% -497 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,867 shares; 2024Q4: 22,867 shares; 2025Q1: 27,692 shares; 2025Q2: 27,692 shares; 2025Q3: 27,692 shares; 2025Q4: 32,501 shares; 2026Q1: 37,189 shares 37,189 $778K 0.06% +4,688 Timeline FXI 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: 21,319 shares; 2025Q2: 20,400 shares; 2025Q3: 20,317 shares; 2025Q4: 20,859 shares; 2026Q1: 21,280 shares 21,280 $764K 0.06% +421 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 2,120 shares; 2025Q1: 1,902 shares; 2025Q2: 1,846 shares; 2025Q3: 2,263 shares; 2025Q4: 2,257 shares; 2026Q1: 2,383 shares 2,383 $758K 0.06% +126 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: 15,229 shares; 2024Q4: 19,361 shares; 2025Q1: 6,176 shares; 2025Q2: 7,059 shares; 2025Q3: 7,168 shares; 2025Q4: 15,269 shares; 2026Q1: 15,826 shares 15,826 $726K 0.06% +557 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,620 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,977 shares; 2025Q4: 1,989 shares; 2026Q1: 2,111 shares 2,111 $725K 0.06% +122 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: 7,519 shares; 2024Q4: 7,304 shares; 2025Q1: 6,654 shares; 2025Q2: 5,934 shares; 2025Q3: 6,860 shares; 2025Q4: 6,651 shares; 2026Q1: 8,747 shares 8,747 $722K 0.06% +2,096 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,818 shares; 2024Q4: 15,977 shares; 2025Q1: 14,797 shares; 2025Q2: 14,757 shares; 2025Q3: 15,291 shares; 2025Q4: 16,044 shares; 2026Q1: 15,302 shares 15,302 $719K 0.06% -742 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; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: 14,187 shares; 2025Q1: 15,212 shares; 2025Q2: 14,947 shares; 2025Q3: 14,678 shares; 2025Q4: 14,901 shares; 2026Q1: 14,881 shares 14,881 $718K 0.06% -20 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 4,235 shares; 2025Q1: 4,964 shares; 2025Q2: 5,127 shares; 2025Q3: 5,317 shares; 2025Q4: 5,533 shares; 2026Q1: 5,497 shares 5,497 $708K 0.05% -36 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 10,661 shares; 2025Q1: 9,510 shares; 2025Q2: 9,321 shares; 2025Q3: 9,348 shares; 2025Q4: 11,209 shares; 2026Q1: 13,009 shares 13,009 $703K 0.05% +1,800 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 3,127 shares; 2025Q1: 2,934 shares; 2025Q2: 2,797 shares; 2025Q3: 3,039 shares; 2025Q4: 3,129 shares; 2026Q1: 4,363 shares 4,363 $699K 0.05% +1,234 Timeline IYK 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: 24,207 shares; 2025Q3: 19,856 shares; 2025Q4: 15,740 shares; 2026Q1: 9,969 shares 9,969 $698K 0.05% -5,771 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,674 shares; 2024Q4: 25,188 shares; 2025Q1: 25,334 shares; 2025Q2: 23,707 shares; 2025Q3: 22,840 shares; 2025Q4: 21,166 shares; 2026Q1: 21,436 shares 21,436 $697K 0.05% +270 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 5,996 shares; 2025Q1: 6,612 shares; 2025Q2: 6,081 shares; 2025Q3: 5,227 shares; 2025Q4: 5,251 shares; 2026Q1: 5,215 shares 5,215 $691K 0.05% -36 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 7,600 shares; 2025Q1: 8,915 shares; 2025Q2: 8,967 shares; 2025Q3: 9,157 shares; 2025Q4: 9,300 shares; 2026Q1: 9,590 shares 9,590 $688K 0.05% +290 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 2,076 shares; 2025Q1: 2,118 shares; 2025Q2: 2,133 shares; 2025Q3: 2,237 shares; 2025Q4: 2,157 shares; 2026Q1: 2,266 shares 2,266 $685K 0.05% +109 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,217 shares; 2024Q4: 5,918 shares; 2025Q1: 6,051 shares; 2025Q2: 5,729 shares; 2025Q3: 5,603 shares; 2025Q4: 8,081 shares; 2026Q1: 8,031 shares 8,031 $684K 0.05% -50 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,783 shares; 2025Q4: 3,403 shares; 2026Q1: 7,228 shares 7,228 $681K 0.05% +3,825 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,022 shares 5,022 $680K 0.05% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 6,592 shares; 2025Q1: 6,418 shares; 2025Q2: 6,171 shares; 2025Q3: 6,272 shares; 2025Q4: 6,502 shares; 2026Q1: 6,577 shares 6,577 $680K 0.05% +75 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,574 shares; 2025Q1: 2,579 shares; 2025Q2: 2,567 shares; 2025Q3: 2,575 shares; 2025Q4: 2,550 shares; 2026Q1: 2,591 shares 2,591 $674K 0.05% +41 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 37,304 shares; 2025Q1: 37,234 shares; 2025Q2: 10,627 shares; 2025Q3: 10,998 shares; 2025Q4: 10,760 shares; 2026Q1: 10,641 shares 10,641 $658K 0.05% -119 Timeline AUSF 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: 5,739 shares; 2026Q1: 13,564 shares 13,564 $656K 0.05% +7,825 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 7,651 shares; 2025Q1: 7,647 shares; 2025Q2: 7,685 shares; 2025Q3: 7,735 shares; 2025Q4: 9,266 shares; 2026Q1: 9,391 shares 9,391 $651K 0.05% +125 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,046 shares; 2025Q1: 2,167 shares; 2025Q2: 2,095 shares; 2025Q3: 2,094 shares; 2025Q4: 2,259 shares; 2026Q1: 1,976 shares 1,976 $649K 0.05% -283 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 30,430 shares; 2025Q1: 30,395 shares; 2025Q2: 5,859 shares; 2025Q3: 6,163 shares; 2025Q4: 6,140 shares; 2026Q1: 6,243 shares 6,243 $641K 0.05% +103 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,235 shares 3,235 $638K 0.05% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,006 shares; 2025Q4: 7,281 shares; 2026Q1: 5,647 shares 5,647 $633K 0.05% -1,634 Timeline IWL 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: 3,929 shares; 2024Q4: 3,929 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,930 shares; 2026Q1: 3,930 shares 3,930 $631K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,054 shares; 2024Q4: 41,445 shares; 2025Q1: 45,794 shares; 2025Q2: 47,632 shares; 2025Q3: 53,189 shares; 2025Q4: 52,226 shares; 2026Q1: 54,492 shares 54,492 $629K 0.05% +2,266 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,943 shares; 2025Q1: 3,861 shares; 2025Q2: 3,826 shares; 2025Q3: 3,307 shares; 2025Q4: 3,665 shares; 2026Q1: 3,765 shares 3,765 $623K 0.05% +100 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,745 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,659 shares; 2025Q4: 2,666 shares; 2026Q1: 2,677 shares 2,677 $617K 0.05% +11 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 7,018 shares; 2025Q1: 7,085 shares; 2025Q2: 7,100 shares; 2025Q3: 7,184 shares; 2025Q4: 7,857 shares; 2026Q1: 7,709 shares 7,709 $614K 0.05% -148 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,757 shares; 2025Q1: 1,813 shares; 2025Q2: 1,877 shares; 2025Q3: 1,887 shares; 2025Q4: 1,892 shares; 2026Q1: 1,880 shares 1,880 $613K 0.05% -12 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,981 shares; 2026Q1: 6,711 shares 6,711 $611K 0.05% -270 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,291 shares; 2025Q2: 26,291 shares; 2025Q3: 28,362 shares; 2025Q4: 29,529 shares; 2026Q1: 31,287 shares 31,287 $608K 0.05% +1,758 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 4,608 shares; 2025Q1: 5,719 shares; 2025Q2: 7,113 shares; 2025Q3: 6,239 shares; 2025Q4: 6,212 shares; 2026Q1: 6,132 shares 6,132 $607K 0.05% -80 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 10,058 shares; 2025Q1: 10,808 shares; 2025Q2: 12,089 shares; 2025Q3: 13,185 shares; 2025Q4: 14,265 shares; 2026Q1: 14,163 shares 14,163 $602K 0.05% -102 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; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 19,800 shares; 2025Q1: 19,330 shares; 2025Q2: 18,089 shares; 2025Q3: 18,195 shares; 2025Q4: 17,030 shares; 2026Q1: 17,055 shares 17,055 $599K 0.05% +25 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,747 shares; 2024Q4: 53,537 shares; 2025Q1: 53,759 shares; 2025Q2: 52,760 shares; 2025Q3: 50,007 shares; 2025Q4: 46,613 shares; 2026Q1: 49,536 shares 49,536 $597K 0.05% +2,923 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,408 shares; 2025Q1: 6,271 shares; 2025Q2: 6,027 shares; 2025Q3: 6,835 shares; 2025Q4: 6,814 shares; 2026Q1: 6,862 shares 6,862 $595K 0.05% +48 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares; 2026Q1: 4,924 shares 4,924 $591K 0.05% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 11,159 shares; 2025Q1: 10,025 shares; 2025Q2: 7,489 shares; 2025Q3: 7,190 shares; 2025Q4: 8,050 shares; 2026Q1: 7,523 shares 7,523 $590K 0.05% -527 Timeline ASEA 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: 30,014 shares; 2026Q1: 30,276 shares 30,276 $588K 0.05% +262 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,570 shares; 2025Q1: 2,603 shares; 2025Q2: 3,152 shares; 2025Q3: 3,146 shares; 2025Q4: 3,105 shares; 2026Q1: 2,814 shares 2,814 $588K 0.05% -291 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,723 shares 13,723 $584K 0.05% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,120 shares; 2025Q4: 4,135 shares; 2026Q1: 4,249 shares 4,249 $578K 0.04% +114 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares; 2026Q1: 6,136 shares 6,136 $575K 0.04% +3,929 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,984 shares; 2025Q1: 4,376 shares; 2025Q2: 4,286 shares; 2025Q3: 4,297 shares; 2025Q4: 4,508 shares; 2026Q1: 4,386 shares 4,386 $575K 0.04% -122 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: 20,559 shares; 2024Q4: 18,773 shares; 2025Q1: 18,817 shares; 2025Q2: 18,886 shares; 2025Q3: 18,166 shares; 2025Q4: 18,118 shares; 2026Q1: 18,736 shares 18,736 $568K 0.04% +618 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,298 shares 23,298 $565K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,791 shares; 2025Q1: 12,377 shares; 2025Q2: 11,123 shares; 2025Q3: 11,779 shares; 2025Q4: 12,196 shares; 2026Q1: 12,708 shares 12,708 $561K 0.04% +512 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,999 shares; 2025Q1: 6,999 shares; 2025Q2: 6,999 shares; 2025Q3: 6,999 shares; 2025Q4: 6,999 shares; 2026Q1: 6,999 shares 6,999 $559K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,528 shares; 2024Q4: 19,067 shares; 2025Q1: 9,968 shares; 2025Q2: 9,748 shares; 2025Q3: 9,411 shares; 2025Q4: 8,095 shares; 2026Q1: 7,768 shares 7,768 $558K 0.04% -327 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 3,583 shares; 2025Q1: 3,945 shares; 2025Q2: 4,153 shares; 2025Q3: 3,742 shares; 2025Q4: 3,624 shares; 2026Q1: 3,833 shares 3,833 $557K 0.04% +209 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,997 shares; 2024Q4: 9,513 shares; 2025Q1: 10,670 shares; 2025Q2: 10,560 shares; 2025Q3: 10,360 shares; 2025Q4: 8,504 shares; 2026Q1: 7,343 shares 7,343 $554K 0.04% -1,161 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 3,800 shares; 2025Q1: 3,068 shares; 2025Q2: 3,159 shares; 2025Q3: 3,131 shares; 2025Q4: 3,149 shares; 2026Q1: 4,602 shares 4,602 $550K 0.04% +1,453 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,432 shares; 2025Q1: 2,241 shares; 2025Q2: 2,292 shares; 2025Q3: 2,254 shares; 2025Q4: 2,212 shares; 2026Q1: 2,614 shares 2,614 $549K 0.04% +402 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 867 shares; 2025Q1: 850 shares; 2025Q2: 1,047 shares; 2025Q3: 1,059 shares; 2025Q4: 1,200 shares; 2026Q1: 1,372 shares 1,372 $546K 0.04% +172 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,357 shares; 2025Q1: 6,552 shares; 2025Q2: 6,820 shares; 2025Q3: 7,149 shares; 2025Q4: 7,201 shares; 2026Q1: 7,419 shares 7,419 $534K 0.04% +218 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,521 shares; 2026Q1: 10,331 shares 10,331 $528K 0.04% +810 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 7,009 shares; 2025Q1: 7,415 shares; 2025Q2: 7,333 shares; 2025Q3: 6,691 shares; 2025Q4: 5,662 shares; 2026Q1: 5,669 shares 5,669 $512K 0.04% +7 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 1,090 shares; 2025Q1: 1,075 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares; 2025Q4: 1,084 shares; 2026Q1: 1,030 shares 1,030 $510K 0.04% -54 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 3,166 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,151 shares; 2025Q4: 3,012 shares; 2026Q1: 3,015 shares 3,015 $510K 0.04% +3 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,035 shares; 2025Q1: 1,042 shares; 2025Q2: 1,025 shares; 2025Q3: 1,039 shares; 2025Q4: 1,034 shares; 2026Q1: 893 shares 893 $503K 0.04% -141 Timeline EFA 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: 2,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,417 shares; 2025Q4: 3,192 shares; 2026Q1: 5,163 shares 5,163 $501K 0.04% +1,971 Timeline MFSI 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,089 shares; 2025Q4: 15,003 shares; 2026Q1: 16,811 shares 16,811 $500K 0.04% +1,808 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,246 shares; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 6,712 shares; 2026Q1: 6,542 shares 6,542 $497K 0.04% -170 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,002 shares; 2025Q1: 5,345 shares; 2025Q2: 4,853 shares; 2025Q3: 3,767 shares; 2025Q4: 3,692 shares; 2026Q1: 3,568 shares 3,568 $497K 0.04% -124 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: 4,463 shares; 2024Q4: 34,427 shares; 2025Q1: 19,456 shares; 2025Q2: 18,881 shares; 2025Q3: 18,361 shares; 2025Q4: 17,033 shares; 2026Q1: 17,034 shares 17,034 $496K 0.04% +1 Timeline BSJX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares; 2026Q1: 19,883 shares 19,883 $495K 0.04% +2,796 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; 2024Q2: restricted; 2024Q3: 15,743 shares; 2024Q4: 14,237 shares; 2025Q1: 12,896 shares; 2025Q2: 11,814 shares; 2025Q3: 11,020 shares; 2025Q4: 10,797 shares; 2026Q1: 9,756 shares 9,756 $491K 0.04% -1,041 Timeline EFG 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: 4,976 shares; 2024Q4: 5,526 shares; 2025Q1: 6,699 shares; 2025Q2: 4,584 shares; 2025Q3: 4,437 shares; 2025Q4: 4,442 shares; 2026Q1: 4,369 shares 4,369 $487K 0.04% -73 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 601 shares; 2025Q1: 527 shares; 2025Q2: 504 shares; 2025Q3: 550 shares; 2025Q4: 546 shares; 2026Q1: 535 shares 535 $479K 0.04% -11 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,004 shares; 2025Q4: 6,988 shares; 2026Q1: 14,386 shares 14,386 $478K 0.04% +7,398 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,247 shares; 2025Q1: 25,446 shares; 2025Q2: 24,202 shares; 2025Q3: 24,951 shares; 2025Q4: 25,266 shares; 2026Q1: 20,820 shares 20,820 $477K 0.04% -4,446 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,580 shares; 2024Q4: 25,917 shares; 2025Q1: 26,035 shares; 2025Q2: 26,152 shares; 2025Q3: 26,133 shares; 2025Q4: 26,321 shares; 2026Q1: 26,517 shares 26,517 $475K 0.04% +196 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 7,898 shares; 2025Q1: 10,521 shares; 2025Q2: 10,639 shares; 2025Q3: 10,425 shares; 2025Q4: 11,292 shares; 2026Q1: 9,446 shares 9,446 $472K 0.04% -1,846 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: 347 shares; 2025Q4: 326 shares; 2026Q1: 357 shares 357 $471K 0.04% +31 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; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 975 shares; 2025Q1: 989 shares; 2025Q2: 1,018 shares; 2025Q3: 1,024 shares; 2025Q4: 1,010 shares; 2026Q1: 1,123 shares 1,123 $468K 0.04% +113 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,249 shares; 2025Q1: 6,524 shares; 2025Q2: 6,180 shares; 2025Q3: 6,207 shares; 2025Q4: 6,205 shares; 2026Q1: 6,213 shares 6,213 $467K 0.04% +8 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,480 shares; 2025Q1: 1,851 shares; 2025Q2: 1,585 shares; 2025Q3: 1,544 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547 $466K 0.04% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 5,428 shares; 2025Q1: 4,474 shares; 2025Q2: 3,854 shares; 2025Q3: 3,688 shares; 2025Q4: 3,620 shares; 2026Q1: 3,621 shares 3,621 $464K 0.04% +1 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,132 shares 4,132 $453K 0.04% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,905 shares 8,905 $452K 0.04% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 11,799 shares; 2025Q4: 11,982 shares; 2026Q1: 12,436 shares 12,436 $449K 0.03% +454 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 7,449 shares; 2025Q1: 7,583 shares; 2025Q2: 7,674 shares; 2025Q3: 7,707 shares; 2025Q4: 7,772 shares; 2026Q1: 4,776 shares 4,776 $444K 0.03% -2,996 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 738 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 821 shares; 2025Q4: 839 shares; 2026Q1: 635 shares 635 $443K 0.03% -204 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 3,081 shares; 2025Q1: 3,063 shares; 2025Q2: 3,331 shares; 2025Q3: 3,366 shares; 2025Q4: 3,311 shares; 2026Q1: 3,362 shares 3,362 $440K 0.03% +51 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 436 shares; 2025Q1: 387 shares; 2025Q2: 5,540 shares; 2025Q3: 5,943 shares; 2025Q4: 5,591 shares; 2026Q1: 4,762 shares 4,762 $440K 0.03% -829 Timeline VALE VALE S A More: the full row for VALE S A 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: 27,564 shares 27,564 $439K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 1,010 shares; 2025Q3: 1,031 shares; 2025Q4: 1,061 shares; 2026Q1: 892 shares 892 $438K 0.03% -169 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; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,802 shares; 2025Q1: 1,477 shares; 2025Q2: 1,476 shares; 2025Q3: 1,530 shares; 2025Q4: 1,632 shares; 2026Q1: 1,471 shares 1,471 $435K 0.03% -161 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 535 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 555 shares; 2025Q4: 544 shares; 2026Q1: 987 shares 987 $431K 0.03% +443 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,076 shares; 2025Q1: 2,075 shares; 2025Q2: 2,067 shares; 2025Q3: 2,090 shares; 2025Q4: 2,073 shares; 2026Q1: 2,082 shares 2,082 $430K 0.03% +9 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 326 shares; 2025Q2: 305 shares; 2025Q3: 311 shares; 2025Q4: 931 shares; 2026Q1: 896 shares 896 $425K 0.03% -35 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 931 shares; 2025Q1: 1,569 shares; 2025Q2: 1,572 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,475 shares 1,475 $423K 0.03% +290 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,372 shares; 2025Q1: 1,377 shares; 2025Q2: 2,076 shares; 2025Q3: 2,058 shares; 2025Q4: 2,123 shares; 2026Q1: 2,306 shares 2,306 $421K 0.03% +183 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,402 shares; 2025Q4: 14,467 shares; 2026Q1: 14,754 shares 14,754 $413K 0.03% +287 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 877 shares; 2025Q1: 874 shares; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 968 shares; 2026Q1: 1,159 shares 1,159 $413K 0.03% +191 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,307 shares; 2025Q1: 4,833 shares; 2025Q2: 5,147 shares; 2025Q3: 5,078 shares; 2025Q4: 5,174 shares; 2026Q1: 4,344 shares 4,344 $412K 0.03% -830 Timeline GTOP 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: 11,286 shares; 2026Q1: 11,286 shares 11,286 $409K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,792 shares; 2025Q1: 1,773 shares; 2025Q2: 1,948 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,934 shares 1,934 $408K 0.03% +22 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,166 shares; 2025Q4: 3,442 shares; 2026Q1: 3,438 shares 3,438 $408K 0.03% -4 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,862 shares; 2025Q1: 13,834 shares; 2025Q2: 13,567 shares; 2025Q3: 11,695 shares; 2025Q4: 11,122 shares; 2026Q1: 11,122 shares 11,122 $407K 0.03% 0 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,586 shares; 2024Q4: 22,086 shares; 2025Q1: 21,126 shares; 2025Q2: 19,210 shares; 2025Q3: 17,780 shares; 2025Q4: 14,831 shares; 2026Q1: 15,775 shares 15,775 $404K 0.03% +944 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 8,536 shares; 2025Q1: 8,154 shares; 2025Q2: 7,221 shares; 2025Q3: 7,221 shares; 2025Q4: 7,222 shares; 2026Q1: 7,273 shares 7,273 $402K 0.03% +51 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,083 shares; 2025Q1: 309 shares; 2025Q2: 298 shares; 2025Q3: 1,751 shares; 2025Q4: 316 shares; 2026Q1: 418 shares 418 $402K 0.03% +102 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,842 shares; 2025Q3: 12,534 shares; 2025Q4: 15,719 shares; 2026Q1: 15,729 shares 15,729 $400K 0.03% +10 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 2,291 shares; 2025Q1: 2,128 shares; 2025Q2: 2,077 shares; 2025Q3: 2,085 shares; 2025Q4: 2,015 shares; 2026Q1: 1,962 shares 1,962 $399K 0.03% -53 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,609 shares; 2025Q2: 26,658 shares; 2025Q3: 26,458 shares; 2025Q4: 26,397 shares; 2026Q1: 26,441 shares 26,441 $398K 0.03% +44 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: 2,284 shares; 2024Q4: 3,320 shares; 2025Q1: 2,294 shares; 2025Q2: 2,324 shares; 2025Q3: 2,443 shares; 2025Q4: 4,345 shares; 2026Q1: 4,004 shares 4,004 $397K 0.03% -341 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,903 shares; 2025Q4: 4,108 shares; 2026Q1: 3,622 shares 3,622 $397K 0.03% -486 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,635 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares; 2026Q1: 2,569 shares 2,569 $392K 0.03% -45 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,652 shares; 2025Q2: 3,795 shares; 2025Q3: 3,719 shares; 2025Q4: 3,911 shares; 2026Q1: 4,202 shares 4,202 $392K 0.03% +291 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,080 shares; 2025Q1: 1,056 shares; 2025Q2: 1,057 shares; 2025Q3: 1,058 shares; 2025Q4: 1,060 shares; 2026Q1: 1,057 shares 1,057 $392K 0.03% -3 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,129 shares; 2025Q1: 1,070 shares; 2025Q2: 791 shares; 2025Q3: 756 shares; 2025Q4: 728 shares; 2026Q1: 846 shares 846 $390K 0.03% +118 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 274 shares; 2025Q3: 332 shares; 2025Q4: 339 shares; 2026Q1: 264 shares 264 $389K 0.03% -75 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,785 shares; 2025Q4: 5,801 shares; 2026Q1: 5,201 shares 5,201 $387K 0.03% -600 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: 4,266 shares; 2024Q4: 12,798 shares; 2025Q1: 12,798 shares; 2025Q2: 12,798 shares; 2025Q3: 12,798 shares; 2025Q4: 15,427 shares; 2026Q1: 15,435 shares 15,435 $387K 0.03% +8 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: 7,192 shares; 2024Q4: 14,638 shares; 2025Q1: 14,583 shares; 2025Q2: 14,020 shares; 2025Q3: 13,919 shares; 2025Q4: 15,549 shares; 2026Q1: 15,527 shares 15,527 $384K 0.03% -22 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 926 shares; 2025Q4: 911 shares; 2026Q1: 1,113 shares 1,113 $384K 0.03% +202 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 2,665 shares; 2025Q4: 3,271 shares; 2026Q1: 4,071 shares 4,071 $382K 0.03% +800 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,384 shares 4,384 $380K 0.03% new 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: 7,693 shares; 2024Q4: 17,579 shares; 2025Q1: 18,140 shares; 2025Q2: 18,295 shares; 2025Q3: 17,659 shares; 2025Q4: 16,768 shares; 2026Q1: 13,064 shares 13,064 $380K 0.03% -3,704 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,995 shares; 2025Q1: 6,031 shares; 2025Q2: 6,031 shares; 2025Q3: 4,381 shares; 2025Q4: 4,381 shares; 2026Q1: 4,381 shares 4,381 $377K 0.03% 0 Timeline IGF 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: 5,944 shares; 2025Q2: 5,873 shares; 2025Q3: 5,607 shares; 2025Q4: 5,732 shares; 2026Q1: 5,610 shares 5,610 $376K 0.03% -122 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,265 shares; 2025Q3: 7,280 shares; 2025Q4: 7,311 shares; 2026Q1: 7,328 shares 7,328 $376K 0.03% +17 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,742 shares; 2025Q1: 6,315 shares; 2025Q2: 5,921 shares; 2025Q3: 5,659 shares; 2025Q4: 7,480 shares; 2026Q1: 9,621 shares 9,621 $375K 0.03% +2,141 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,231 shares; 2025Q1: 1,059 shares; 2025Q2: 1,077 shares; 2025Q3: 975 shares; 2025Q4: 944 shares; 2026Q1: 861 shares 861 $372K 0.03% -83 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,409 shares; 2025Q4: 2,425 shares; 2026Q1: 3,816 shares 3,816 $371K 0.03% +1,391 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,747 shares 4,747 $366K 0.03% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,763 shares; 2024Q4: 13,389 shares; 2025Q1: 22,631 shares; 2025Q2: 21,680 shares; 2025Q3: 18,249 shares; 2025Q4: 17,574 shares; 2026Q1: 19,869 shares 19,869 $358K 0.03% +2,295 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,456 shares; 2025Q2: 6,256 shares; 2025Q3: 6,659 shares; 2025Q4: 6,023 shares; 2026Q1: 8,119 shares 8,119 $356K 0.03% +2,096 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 4,435 shares; 2025Q1: 3,837 shares; 2025Q2: 4,813 shares; 2025Q3: 6,052 shares; 2025Q4: 5,847 shares; 2026Q1: 6,125 shares 6,125 $353K 0.03% +278 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 484 shares; 2025Q1: 425 shares; 2025Q2: 423 shares; 2025Q3: 371 shares; 2025Q4: 364 shares; 2026Q1: 515 shares 515 $352K 0.03% +151 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; 2024Q2: restricted; 2024Q3: 16,360 shares; 2024Q4: 17,825 shares; 2025Q1: 17,292 shares; 2025Q2: 17,482 shares; 2025Q3: 17,013 shares; 2025Q4: 13,443 shares; 2026Q1: 15,622 shares 15,622 $351K 0.03% +2,179 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,792 shares; 2025Q1: 4,762 shares; 2025Q2: 4,845 shares; 2025Q3: 4,804 shares; 2025Q4: 4,947 shares; 2026Q1: 4,852 shares 4,852 $351K 0.03% -95 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,508 shares; 2026Q1: 13,905 shares 13,905 $349K 0.03% +2,397 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,496 shares; 2025Q1: 1,484 shares; 2025Q2: 1,533 shares; 2025Q3: 1,578 shares; 2025Q4: 1,525 shares; 2026Q1: 1,555 shares 1,555 $341K 0.03% +30 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,498 shares; 2025Q4: 1,221 shares; 2026Q1: 1,212 shares 1,212 $338K 0.03% -9 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,417 shares; 2026Q1: 1,369 shares 1,369 $334K 0.03% -48 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,728 shares; 2025Q1: 4,730 shares; 2025Q2: 4,660 shares; 2025Q3: 4,570 shares; 2025Q4: 4,366 shares; 2026Q1: 4,083 shares 4,083 $334K 0.03% -283 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,338 shares; 2024Q4: 14,798 shares; 2025Q1: 14,938 shares; 2025Q2: 12,487 shares; 2025Q3: 10,576 shares; 2025Q4: 9,239 shares; 2026Q1: 9,059 shares 9,059 $331K 0.03% -180 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,153 shares; 2024Q4: 84,841 shares; 2025Q1: 48,987 shares; 2025Q2: 30,096 shares; 2025Q3: 7,714 shares; 2025Q4: 5,632 shares; 2026Q1: 4,450 shares 4,450 $331K 0.03% -1,182 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,187 shares; 2025Q1: 2,964 shares; 2025Q2: 2,124 shares; 2025Q3: not reported; 2025Q4: 2,220 shares; 2026Q1: 2,822 shares 2,822 $330K 0.03% +602 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,372 shares; 2025Q1: 3,401 shares; 2025Q2: 3,229 shares; 2025Q3: 3,282 shares; 2025Q4: 3,114 shares; 2026Q1: 3,463 shares 3,463 $325K 0.03% +349 Timeline IBHF 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: 14,099 shares; 2025Q2: 14,099 shares; 2025Q3: 14,099 shares; 2025Q4: 14,099 shares; 2026Q1: 14,099 shares 14,099 $324K 0.03% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,062 shares; 2024Q4: 127,924 shares; 2025Q1: 92,816 shares; 2025Q2: 16,182 shares; 2025Q3: 9,996 shares; 2025Q4: 9,083 shares; 2026Q1: 7,151 shares 7,151 $321K 0.02% -1,932 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; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,600 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,415 shares; 2025Q4: 2,358 shares; 2026Q1: 2,364 shares 2,364 $320K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 3,031 shares; 2026Q1: 3,053 shares 3,053 $316K 0.02% +22 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 979 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 913 shares; 2025Q4: 910 shares; 2026Q1: 1,031 shares 1,031 $314K 0.02% +121 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 6,599 shares; 2025Q1: 6,109 shares; 2025Q2: 5,160 shares; 2025Q3: 5,045 shares; 2025Q4: 4,850 shares; 2026Q1: 4,504 shares 4,504 $313K 0.02% -346 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 3,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: 1,741 shares 1,741 $313K 0.02% -30 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: 6,045 shares; 2024Q4: 6,071 shares; 2025Q1: 6,210 shares; 2025Q2: 6,663 shares; 2025Q3: 6,689 shares; 2025Q4: 6,558 shares; 2026Q1: 5,943 shares 5,943 $312K 0.02% -615 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $310K 0.02% 0 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,406 shares 12,406 $309K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,251 shares; 2025Q2: 2,153 shares; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 3,134 shares 3,134 $308K 0.02% +272 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,830 shares; 2025Q1: not reported; 2025Q2: 7,505 shares; 2025Q3: 8,308 shares; 2025Q4: 10,106 shares; 2026Q1: 10,638 shares 10,638 $307K 0.02% +532 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 912 shares; 2025Q1: 741 shares; 2025Q2: 675 shares; 2025Q3: 750 shares; 2025Q4: 676 shares; 2026Q1: 705 shares 705 $306K 0.02% +29 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,779 shares; 2025Q1: 1,657 shares; 2025Q2: 1,619 shares; 2025Q3: 1,625 shares; 2025Q4: 1,550 shares; 2026Q1: 1,542 shares 1,542 $305K 0.02% -8 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; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,795 shares; 2025Q1: 1,789 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,737 shares; 2026Q1: 1,871 shares 1,871 $304K 0.02% +134 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 7,613 shares; 2025Q1: 6,862 shares; 2025Q2: 7,979 shares; 2025Q3: 7,818 shares; 2025Q4: 7,820 shares; 2026Q1: 6,322 shares 6,322 $304K 0.02% -1,498 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 3,310 shares; 2025Q1: 3,334 shares; 2025Q2: 4,209 shares; 2025Q3: 4,183 shares; 2025Q4: 4,236 shares; 2026Q1: 4,264 shares 4,264 $303K 0.02% +28 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; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 4,626 shares; 2025Q1: 3,385 shares; 2025Q2: 2,760 shares; 2025Q3: 2,570 shares; 2025Q4: 2,575 shares; 2026Q1: 2,536 shares 2,536 $303K 0.02% -39 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 3,202 shares; 2025Q1: 3,239 shares; 2025Q2: 2,403 shares; 2025Q3: 2,097 shares; 2025Q4: 2,122 shares; 2026Q1: 2,138 shares 2,138 $302K 0.02% +16 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; 2024Q2: restricted; 2024Q3: 23,159 shares; 2024Q4: 23,260 shares; 2025Q1: 23,459 shares; 2025Q2: 19,691 shares; 2025Q3: 13,292 shares; 2025Q4: 13,635 shares; 2026Q1: 12,972 shares 12,972 $301K 0.02% -663 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 6,648 shares 6,648 $296K 0.02% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,601 shares; 2024Q4: 13,295 shares; 2025Q1: 13,334 shares; 2025Q2: 13,401 shares; 2025Q3: 13,469 shares; 2025Q4: 13,557 shares; 2026Q1: 12,984 shares 12,984 $294K 0.02% -573 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares; 2026Q1: 2,628 shares 2,628 $292K 0.02% +370 Timeline IBTH 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: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares; 2025Q4: 12,942 shares; 2026Q1: 12,942 shares 12,942 $290K 0.02% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,290 shares 5,290 $290K 0.02% new Timeline IBTG 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: 12,588 shares; 2025Q2: 12,588 shares; 2025Q3: 12,588 shares; 2025Q4: 12,588 shares; 2026Q1: 12,588 shares 12,588 $288K 0.02% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,641 shares; 2025Q3: 13,696 shares; 2025Q4: 8,076 shares; 2026Q1: 6,638 shares 6,638 $288K 0.02% -1,438 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: 576 shares; 2025Q2: 522 shares; 2025Q3: 529 shares; 2025Q4: 814 shares; 2026Q1: 738 shares 738 $288K 0.02% -76 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,491 shares; 2025Q1: 1,736 shares; 2025Q2: 2,013 shares; 2025Q3: 2,036 shares; 2025Q4: 1,926 shares; 2026Q1: 1,813 shares 1,813 $285K 0.02% -113 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,515 shares; 2025Q4: 3,515 shares; 2026Q1: 4,038 shares 4,038 $285K 0.02% +523 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287 $281K 0.02% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,954 shares; 2025Q1: 6,014 shares; 2025Q2: 6,084 shares; 2025Q3: 6,150 shares; 2025Q4: 6,221 shares; 2026Q1: 6,281 shares 6,281 $281K 0.02% +60 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 10,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,015 shares 7,015 $279K 0.02% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 10,893 shares; 2025Q1: 10,893 shares; 2025Q2: 10,893 shares; 2025Q3: 10,893 shares; 2025Q4: 10,893 shares; 2026Q1: 10,893 shares 10,893 $279K 0.02% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,933 shares; 2024Q4: 10,933 shares; 2025Q1: 10,933 shares; 2025Q2: 10,933 shares; 2025Q3: 10,933 shares; 2025Q4: 10,933 shares; 2026Q1: 10,933 shares 10,933 $279K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares 1,914 $279K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 739 shares; 2025Q1: 687 shares; 2025Q2: 637 shares; 2025Q3: 623 shares; 2025Q4: 605 shares; 2026Q1: 627 shares 627 $278K 0.02% +22 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 10,943 shares; 2025Q1: 10,943 shares; 2025Q2: 10,943 shares; 2025Q3: 10,943 shares; 2025Q4: 10,943 shares; 2026Q1: 10,943 shares 10,943 $278K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,026 shares; 2025Q4: 6,383 shares; 2026Q1: 7,183 shares 7,183 $276K 0.02% +800 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 8,511 shares; 2025Q1: 8,511 shares; 2025Q2: 8,511 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares; 2026Q1: 8,511 shares 8,511 $276K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,319 shares; 2026Q1: 2,618 shares 2,618 $275K 0.02% +299 Timeline IWO 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: 926 shares; 2024Q4: 1,159 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 884 shares; 2025Q4: 885 shares; 2026Q1: 876 shares 876 $275K 0.02% -9 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,733 shares; 2025Q1: 1,768 shares; 2025Q2: 1,683 shares; 2025Q3: 1,502 shares; 2025Q4: 1,503 shares; 2026Q1: 1,378 shares 1,378 $273K 0.02% -125 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 960 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 731 shares; 2025Q4: 749 shares; 2026Q1: 849 shares 849 $272K 0.02% +100 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; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,884 shares; 2025Q1: 1,830 shares; 2025Q2: 1,829 shares; 2025Q3: 1,787 shares; 2025Q4: not reported; 2026Q1: 1,881 shares 1,881 $272K 0.02% new Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,492 shares 7,492 $271K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,371 shares; 2025Q3: 4,395 shares; 2025Q4: 4,503 shares; 2026Q1: 4,625 shares 4,625 $270K 0.02% +122 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,536 shares; 2025Q1: 2,252 shares; 2025Q2: 2,281 shares; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 2,207 shares 2,207 $267K 0.02% -35 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,722 shares 5,722 $267K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,622 shares 1,622 $267K 0.02% new Timeline EELV 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: 22,745 shares; 2024Q4: 27,831 shares; 2025Q1: 28,831 shares; 2025Q2: 23,474 shares; 2025Q3: 19,612 shares; 2025Q4: 11,835 shares; 2026Q1: 9,488 shares 9,488 $266K 0.02% -2,347 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 23,793 shares; 2025Q1: 23,080 shares; 2025Q2: 23,332 shares; 2025Q3: 22,707 shares; 2025Q4: 22,764 shares; 2026Q1: 26,162 shares 26,162 $266K 0.02% +3,398 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,464 shares; 2024Q4: 7,877 shares; 2025Q1: 7,619 shares; 2025Q2: 8,727 shares; 2025Q3: 8,075 shares; 2025Q4: 7,954 shares; 2026Q1: 9,275 shares 9,275 $266K 0.02% +1,321 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: 1,680 shares; 2026Q1: 1,576 shares 1,576 $266K 0.02% -104 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,436 shares 1,436 $263K 0.02% +17 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 4,918 shares; 2025Q3: 6,146 shares; 2025Q4: 6,138 shares; 2026Q1: 6,104 shares 6,104 $262K 0.02% -34 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,428 shares; 2026Q1: 7,933 shares 7,933 $259K 0.02% +1,505 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: 4,853 shares; 2024Q4: 14,602 shares; 2025Q1: 13,949 shares; 2025Q2: 13,538 shares; 2025Q3: 13,372 shares; 2025Q4: 8,340 shares; 2026Q1: 8,419 shares 8,419 $257K 0.02% +79 Timeline IEF 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: 2,986 shares; 2024Q4: 2,211 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,996 shares; 2026Q1: 2,658 shares 2,658 $254K 0.02% -338 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,607 shares; 2025Q3: 8,320 shares; 2025Q4: 9,119 shares; 2026Q1: 9,655 shares 9,655 $253K 0.02% +536 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; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,503 shares; 2025Q1: 1,302 shares; 2025Q2: 940 shares; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: 1,270 shares 1,270 $250K 0.02% new Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,006 shares 10,006 $250K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 3,831 shares; 2025Q3: 3,881 shares; 2025Q4: 3,890 shares; 2026Q1: 3,897 shares 3,897 $248K 0.02% +7 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares 3,200 $248K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,103 shares; 2025Q1: 3,144 shares; 2025Q2: 3,269 shares; 2025Q3: 3,246 shares; 2025Q4: 3,233 shares; 2026Q1: 3,062 shares 3,062 $248K 0.02% -171 Timeline ISCF 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: 12,860 shares; 2024Q4: 8,919 shares; 2025Q1: 6,810 shares; 2025Q2: 6,245 shares; 2025Q3: 6,089 shares; 2025Q4: 5,727 shares; 2026Q1: 5,930 shares 5,930 $248K 0.02% +203 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,861 shares; 2024Q4: 4,365 shares; 2025Q1: 4,042 shares; 2025Q2: 3,770 shares; 2025Q3: 4,849 shares; 2025Q4: 4,792 shares; 2026Q1: 3,909 shares 3,909 $245K 0.02% -883 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,799 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares 3,770 $245K 0.02% new Timeline JHMD 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 5,769 shares 5,769 $244K 0.02% +600 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,245 shares; 2025Q1: 1,240 shares; 2025Q2: 1,189 shares; 2025Q3: 1,158 shares; 2025Q4: 1,274 shares; 2026Q1: 1,257 shares 1,257 $244K 0.02% -17 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: 744 shares; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $243K 0.02% new 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; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 884 shares; 2026Q1: 885 shares 885 $243K 0.02% +1 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: 54,954 shares; 2024Q4: 50,602 shares; 2025Q1: 27,657 shares; 2025Q2: 15,185 shares; 2025Q3: 5,295 shares; 2025Q4: 3,462 shares; 2026Q1: 2,786 shares 2,786 $242K 0.02% -676 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,219 shares; 2025Q1: 1,294 shares; 2025Q2: 1,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,162 shares 1,162 $239K 0.02% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,803 shares; 2024Q4: 17,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,699 shares 4,699 $238K 0.02% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 4,477 shares; 2026Q1: 4,371 shares 4,371 $237K 0.02% -106 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,627 shares 4,627 $237K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,076 shares; 2025Q1: 977 shares; 2025Q2: 978 shares; 2025Q3: 916 shares; 2025Q4: 912 shares; 2026Q1: 841 shares 841 $236K 0.02% -71 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $235K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,881 shares; 2026Q1: 4,103 shares 4,103 $234K 0.02% +222 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; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,845 shares; 2025Q1: 1,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 2,249 shares 2,249 $233K 0.02% +38 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $233K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,960 shares; 2025Q1: 1,940 shares; 2025Q2: 1,943 shares; 2025Q3: 1,959 shares; 2025Q4: 2,049 shares; 2026Q1: 1,941 shares 1,941 $232K 0.02% -108 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,267 shares; 2025Q1: 6,267 shares; 2025Q2: not reported; 2025Q3: 5,316 shares; 2025Q4: 5,482 shares; 2026Q1: 5,757 shares 5,757 $232K 0.02% +275 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $231K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA 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: 2,922 shares 2,922 $230K 0.02% new Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 9,428 shares 9,428 $229K 0.02% new 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; 2024Q2: restricted; 2024Q3: 38,511 shares; 2024Q4: 34,853 shares; 2025Q1: 34,469 shares; 2025Q2: 25,499 shares; 2025Q3: 18,934 shares; 2025Q4: 13,465 shares; 2026Q1: 10,556 shares 10,556 $229K 0.02% -2,909 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,209 shares 1,209 $229K 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,672 shares; 2026Q1: 4,099 shares 4,099 $228K 0.02% +427 Timeline MPLX MPLX LP More: the full row for MPLX 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: not reported; 2025Q4: 4,113 shares; 2026Q1: 3,967 shares 3,967 $226K 0.02% -146 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,064 shares; 2026Q1: 1,071 shares 1,071 $226K 0.02% +7 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares; 2026Q1: 3,510 shares 3,510 $225K 0.02% +50 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,467 shares; 2026Q1: 2,496 shares 2,496 $224K 0.02% +29 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,116 shares 1,116 $223K 0.02% +37 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,291 shares; 2025Q1: 1,640 shares; 2025Q2: 1,650 shares; 2025Q3: 1,685 shares; 2025Q4: 1,497 shares; 2026Q1: 1,487 shares 1,487 $223K 0.02% -10 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 285 shares 285 $221K 0.02% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,046 shares; 2026Q1: 1,044 shares 1,044 $220K 0.02% -2 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: not reported; 2024Q4: 3,418 shares; 2025Q1: 3,764 shares; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,593 shares; 2026Q1: 2,923 shares 2,923 $219K 0.02% +330 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,056 shares 1,056 $219K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 832 shares; 2025Q1: 649 shares; 2025Q2: 695 shares; 2025Q3: 760 shares; 2025Q4: 831 shares; 2026Q1: 899 shares 899 $219K 0.02% +68 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares 555 $218K 0.02% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,906 shares; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 4,981 shares; 2025Q4: 3,898 shares; 2026Q1: 3,301 shares 3,301 $216K 0.02% -597 Timeline XSOE 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: 5,374 shares; 2025Q4: 5,375 shares; 2026Q1: 5,375 shares 5,375 $216K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: not reported; 2026Q1: 2,026 shares 2,026 $215K 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,733 shares 2,733 $215K 0.02% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $215K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,606 shares; 2025Q4: 1,632 shares; 2026Q1: 1,743 shares 1,743 $214K 0.02% +111 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 4,853 shares; 2026Q1: 4,655 shares 4,655 $214K 0.02% -198 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,082 shares 1,082 $214K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,143 shares 3,143 $214K 0.02% new 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; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,975 shares; 2025Q1: 1,980 shares; 2025Q2: 1,837 shares; 2025Q3: 1,932 shares; 2025Q4: 1,922 shares; 2026Q1: 1,911 shares 1,911 $213K 0.02% -11 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,063 shares 4,063 $209K 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,283 shares; 2026Q1: 5,327 shares 5,327 $208K 0.02% +44 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,650 shares; 2025Q1: 7,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,430 shares 7,430 $205K 0.02% new Timeline