USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411,268 shares; 2024Q4: 4,366,917 shares; 2025Q1: 4,368,167 shares; 2025Q2: 4,006,418 shares; 2025Q3: 4,379,501 shares 4,379,501 $299M 4.92% +373,083 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,837 shares; 2024Q4: 139,054 shares; 2025Q1: 140,577 shares; 2025Q2: 209,105 shares; 2025Q3: 268,803 shares 268,803 $180M 2.96% +59,698 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,327 shares; 2024Q4: 1,042,984 shares; 2025Q1: 1,052,405 shares; 2025Q2: 1,207,095 shares; 2025Q3: 1,311,530 shares 1,311,530 $131M 2.17% +104,435 Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777,507 shares; 2024Q4: 1,859,734 shares; 2025Q1: 1,861,102 shares; 2025Q2: 2,614,043 shares; 2025Q3: 3,382,028 shares 3,382,028 $127M 2.1% +767,985 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297,491 shares; 2024Q4: 1,698,105 shares; 2025Q1: 1,698,988 shares; 2025Q2: 2,247,525 shares; 2025Q3: 2,219,443 shares 2,219,443 $126M 2.08% -28,082 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932,801 shares; 2024Q4: 1,011,035 shares; 2025Q1: 1,011,035 shares; 2025Q2: 1,118,621 shares; 2025Q3: 1,137,684 shares 1,137,684 $105M 1.73% +19,063 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,555 shares; 2024Q4: 150,417 shares; 2025Q1: 151,078 shares; 2025Q2: 176,720 shares; 2025Q3: 191,661 shares 191,661 $99.3M 1.64% +14,941 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,180,267 shares; 2025Q1: 1,180,267 shares; 2025Q2: 2,368,994 shares; 2025Q3: 3,135,239 shares 3,135,239 $99.2M 1.63% +766,245 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,535 shares; 2024Q4: 337,046 shares; 2025Q1: 337,046 shares; 2025Q2: 733,140 shares; 2025Q3: 736,567 shares 736,567 $73.6M 1.21% +3,427 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,417 shares; 2024Q4: 802,689 shares; 2025Q1: 802,689 shares; 2025Q2: 999,568 shares; 2025Q3: 933,131 shares 933,131 $73.1M 1.2% -66,437 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,821 shares; 2024Q4: 320,175 shares; 2025Q1: 323,340 shares; 2025Q2: 365,091 shares; 2025Q3: 388,113 shares 388,113 $72.4M 1.19% +23,022 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,102 shares; 2024Q4: 267,627 shares; 2025Q1: 269,503 shares; 2025Q2: 303,233 shares; 2025Q3: 315,536 shares 315,536 $69.3M 1.14% +12,303 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,881 shares; 2024Q4: 219,761 shares; 2025Q1: 221,261 shares; 2025Q2: 245,764 shares; 2025Q3: 262,373 shares 262,373 $66.8M 1.1% +16,609 Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034,094 shares; 2024Q4: 2,137,920 shares; 2025Q1: 2,137,920 shares; 2025Q2: 2,558,134 shares; 2025Q3: 3,108,813 shares 3,108,813 $65.6M 1.08% +550,679 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,217 shares; 2024Q4: 165,805 shares; 2025Q1: 165,941 shares; 2025Q2: 178,911 shares; 2025Q3: 175,983 shares 175,983 $64.3M 1.06% -2,928 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,931 shares; 2024Q4: 140,087 shares; 2025Q1: 140,087 shares; 2025Q2: 304,934 shares; 2025Q3: 348,963 shares 348,963 $57.4M 0.95% +44,029 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702,848 shares; 2024Q4: 756,943 shares; 2025Q1: 756,943 shares; 2025Q2: 1,197,922 shares; 2025Q3: 1,312,863 shares 1,312,863 $54.9M 0.9% +114,941 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,908 shares; 2024Q4: 709,247 shares; 2025Q1: 709,753 shares; 2025Q2: 756,255 shares; 2025Q3: 801,214 shares 801,214 $52.8M 0.87% +44,959 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,964 shares; 2024Q4: 126,084 shares; 2025Q1: 126,084 shares; 2025Q2: 145,769 shares; 2025Q3: 155,275 shares 155,275 $51M 0.84% +9,506 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,536 shares; 2024Q4: 336,510 shares; 2025Q1: 336,715 shares; 2025Q2: 384,442 shares; 2025Q3: 418,180 shares 418,180 $50.5M 0.83% +33,738 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473,731 shares; 2024Q4: 676,062 shares; 2025Q1: 676,722 shares; 2025Q2: 607,789 shares; 2025Q3: 561,976 shares 561,976 $49.1M 0.81% -45,813 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,030 shares; 2024Q4: 876,530 shares; 2025Q1: 876,755 shares; 2025Q2: 684,709 shares; 2025Q3: 933,336 shares 933,336 $49M 0.81% +248,627 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,666 shares; 2024Q4: 519,300 shares; 2025Q1: 519,300 shares; 2025Q2: 926,697 shares; 2025Q3: 1,176,065 shares 1,176,065 $48M 0.79% +249,368 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,853 shares; 2024Q4: 170,874 shares; 2025Q1: 171,254 shares; 2025Q2: 181,452 shares; 2025Q3: 194,972 shares 194,972 $47.4M 0.78% +13,520 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,272 shares; 2024Q4: 51,352 shares; 2025Q1: 51,537 shares; 2025Q2: 60,881 shares; 2025Q3: 64,452 shares 64,452 $47.3M 0.78% +3,571 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076,844 shares; 2024Q4: 1,157,566 shares; 2025Q1: 1,157,566 shares; 2025Q2: 1,088,092 shares; 2025Q3: 1,009,846 shares 1,009,846 $41.5M 0.68% -78,246 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731,823 shares; 2024Q4: 849,222 shares; 2025Q1: 849,822 shares; 2025Q2: 1,442,664 shares; 2025Q3: 2,112,828 shares 2,112,828 $41.1M 0.68% +670,164 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,177 shares; 2024Q4: 793,563 shares; 2025Q1: 793,603 shares; 2025Q2: 1,324,545 shares; 2025Q3: 1,279,964 shares 1,279,964 $40.8M 0.67% -44,581 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,741 shares; 2024Q4: 1,355,447 shares; 2025Q1: 1,357,885 shares; 2025Q2: 1,413,404 shares; 2025Q3: 1,501,036 shares 1,501,036 $40.5M 0.67% +87,632 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 690,887 shares; 2025Q1: 690,887 shares; 2025Q2: 438,386 shares; 2025Q3: 475,828 shares 475,828 $38.1M 0.63% +37,442 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,109 shares; 2024Q4: 413,665 shares; 2025Q1: 413,706 shares; 2025Q2: 466,172 shares; 2025Q3: 451,090 shares 451,090 $37.3M 0.61% -15,082 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,113 shares; 2024Q4: 397,336 shares; 2025Q1: 398,768 shares; 2025Q2: 560,284 shares; 2025Q3: 620,587 shares 620,587 $35.4M 0.58% +60,303 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,712 shares; 2024Q4: 86,315 shares; 2025Q1: 86,447 shares; 2025Q2: 109,731 shares; 2025Q3: 106,459 shares 106,459 $35.1M 0.58% -3,272 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,407 shares; 2024Q4: 213,145 shares; 2025Q1: 213,145 shares; 2025Q2: 242,264 shares; 2025Q3: 251,884 shares 251,884 $32.8M 0.54% +9,620 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,818 shares; 2024Q4: 327,431 shares; 2025Q1: 328,164 shares; 2025Q2: 268,461 shares; 2025Q3: 264,525 shares 264,525 $31.4M 0.52% -3,936 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,308 shares; 2024Q4: 162,735 shares; 2025Q1: 162,735 shares; 2025Q2: 17,642 shares; 2025Q3: 109,086 shares 109,086 $29.9M 0.49% +91,444 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,228 shares; 2024Q4: 448,632 shares; 2025Q1: 450,973 shares; 2025Q2: 491,118 shares; 2025Q3: 493,104 shares 493,104 $29.5M 0.49% +1,986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,355 shares; 2024Q4: 374,079 shares; 2025Q1: 374,079 shares; 2025Q2: 350,471 shares; 2025Q3: 392,152 shares 392,152 $29.2M 0.48% +41,681 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,045 shares; 2024Q4: 77,193 shares; 2025Q1: 77,523 shares; 2025Q2: 88,215 shares; 2025Q3: 91,968 shares 91,968 $29M 0.48% +3,753 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,169 shares; 2024Q4: 277,335 shares; 2025Q1: 277,535 shares; 2025Q2: 390,157 shares; 2025Q3: 367,369 shares 367,369 $28M 0.46% -22,788 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,004 shares; 2024Q4: 143,452 shares; 2025Q1: 143,556 shares; 2025Q2: 124,400 shares; 2025Q3: 131,894 shares 131,894 $27.2M 0.45% +7,494 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,755 shares; 2024Q4: 102,609 shares; 2025Q1: 103,361 shares; 2025Q2: 108,948 shares; 2025Q3: 110,698 shares 110,698 $27M 0.44% +1,750 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,304 shares; 2024Q4: 142,957 shares; 2025Q1: 144,176 shares; 2025Q2: 135,372 shares; 2025Q3: 142,587 shares 142,587 $26.6M 0.44% +7,215 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,300 shares; 2024Q4: 68,959 shares; 2025Q1: 69,269 shares; 2025Q2: 75,317 shares; 2025Q3: 77,863 shares 77,863 $26.6M 0.44% +2,546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 697,501 shares; 2025Q1: 697,501 shares; 2025Q2: 227,380 shares; 2025Q3: 254,136 shares 254,136 $26.6M 0.44% +26,756 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,708 shares; 2024Q4: 43,628 shares; 2025Q1: 43,663 shares; 2025Q2: 42,362 shares; 2025Q3: 43,860 shares 43,860 $26.3M 0.43% +1,498 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,988 shares; 2024Q4: 400,685 shares; 2025Q1: 402,054 shares; 2025Q2: 467,574 shares; 2025Q3: 524,695 shares 524,695 $24.5M 0.4% +57,121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,860 shares; 2024Q4: 240,915 shares; 2025Q1: 240,915 shares; 2025Q2: 492,791 shares; 2025Q3: 198,768 shares 198,768 $24.1M 0.4% -294,023 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,860 shares; 2024Q4: 195,529 shares; 2025Q1: 195,586 shares; 2025Q2: 261,156 shares; 2025Q3: 292,729 shares 292,729 $23.8M 0.39% +31,573 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,519 shares; 2024Q4: 42,440 shares; 2025Q1: 42,729 shares; 2025Q2: 44,867 shares; 2025Q3: 46,708 shares 46,708 $23.5M 0.39% +1,841 Timeline LCAP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401,778 shares; 2025Q3: 803,223 shares 803,223 $23.3M 0.38% +401,445 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 54,782 shares; 2025Q1: 55,037 shares; 2025Q2: 159,024 shares; 2025Q3: 156,585 shares 156,585 $22.8M 0.38% -2,439 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 64,567 shares; 2025Q1: 64,772 shares; 2025Q2: 156,394 shares; 2025Q3: 202,883 shares 202,883 $22.6M 0.37% +46,489 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,795 shares; 2024Q4: 113,057 shares; 2025Q1: 113,167 shares; 2025Q2: 172,478 shares; 2025Q3: 231,823 shares 231,823 $22.1M 0.36% +59,345 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,263 shares; 2024Q4: 336,200 shares; 2025Q1: 336,200 shares; 2025Q2: 548,884 shares; 2025Q3: 608,977 shares 608,977 $21.6M 0.36% +60,093 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,117 shares; 2024Q4: 75,415 shares; 2025Q1: 75,580 shares; 2025Q2: 83,645 shares; 2025Q3: 75,774 shares 75,774 $21.2M 0.35% -7,871 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,185 shares; 2024Q4: 399,363 shares; 2025Q1: 399,363 shares; 2025Q2: 343,644 shares; 2025Q3: 360,581 shares 360,581 $20.5M 0.34% +16,937 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 5,868 shares; 2025Q1: 5,874 shares; 2025Q2: 31,324 shares; 2025Q3: 86,652 shares 86,652 $19.3M 0.32% +55,328 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,740 shares; 2024Q4: 417,422 shares; 2025Q1: 417,422 shares; 2025Q2: 423,890 shares; 2025Q3: 456,845 shares 456,845 $19.2M 0.32% +32,955 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,105 shares; 2024Q4: 136,521 shares; 2025Q1: 136,498 shares; 2025Q2: 269,612 shares; 2025Q3: 319,887 shares 319,887 $18.9M 0.31% +50,275 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,884 shares; 2024Q4: 1,055,303 shares; 2025Q1: 1,058,660 shares; 2025Q2: 1,134,479 shares; 2025Q3: 1,151,738 shares 1,151,738 $18.3M 0.3% +17,259 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,291 shares; 2024Q4: 290,724 shares; 2025Q1: 290,724 shares; 2025Q2: 691,363 shares; 2025Q3: 681,154 shares 681,154 $17.9M 0.3% -10,209 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,946 shares; 2024Q4: 279,445 shares; 2025Q1: 279,445 shares; 2025Q2: 478,359 shares; 2025Q3: 598,469 shares 598,469 $17.9M 0.29% +120,110 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,701 shares; 2024Q4: 30,552 shares; 2025Q1: 30,552 shares; 2025Q2: 28,822 shares; 2025Q3: 30,210 shares 30,210 $17.2M 0.28% +1,388 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,976 shares; 2024Q4: 59,323 shares; 2025Q1: 59,316 shares; 2025Q2: 88,152 shares; 2025Q3: 87,584 shares 87,584 $17M 0.28% -568 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052,009 shares; 2024Q4: 1,104,897 shares; 2025Q1: 1,110,269 shares; 2025Q2: 1,042,214 shares; 2025Q3: 988,061 shares 988,061 $16.8M 0.28% -54,153 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,501 shares; 2024Q4: 413,191 shares; 2025Q1: 415,590 shares; 2025Q2: 417,860 shares; 2025Q3: 428,043 shares 428,043 $16.8M 0.28% +10,183 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,851 shares; 2024Q4: 27,858 shares; 2025Q1: 28,074 shares; 2025Q2: 33,076 shares; 2025Q3: 36,337 shares 36,337 $16.2M 0.27% +3,261 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,500 shares; 2024Q4: 354,140 shares; 2025Q1: 354,140 shares; 2025Q2: 468,365 shares; 2025Q3: 436,861 shares 436,861 $15.8M 0.26% -31,504 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,406 shares; 2024Q4: 290,494 shares; 2025Q1: 290,494 shares; 2025Q2: 324,781 shares; 2025Q3: 336,508 shares 336,508 $15.7M 0.26% +11,727 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,017 shares; 2024Q4: 70,095 shares; 2025Q1: 70,759 shares; 2025Q2: 70,137 shares; 2025Q3: 73,706 shares 73,706 $15.4M 0.25% +3,569 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,232 shares; 2024Q4: 150,169 shares; 2025Q1: 150,635 shares; 2025Q2: 177,243 shares; 2025Q3: 178,498 shares 178,498 $15M 0.25% +1,255 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,939 shares; 2024Q4: 131,932 shares; 2025Q1: 133,617 shares; 2025Q2: 172,205 shares; 2025Q3: 186,974 shares 186,974 $14.9M 0.25% +14,769 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 17,851 shares; 2025Q1: 17,907 shares; 2025Q2: 19,148 shares; 2025Q3: 19,450 shares 19,450 $14.8M 0.24% +302 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,180 shares; 2024Q4: 133,843 shares; 2025Q1: 133,843 shares; 2025Q2: 143,926 shares; 2025Q3: 152,070 shares 152,070 $14.5M 0.24% +8,144 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,557 shares; 2024Q4: 225,401 shares; 2025Q1: 225,401 shares; 2025Q2: 253,016 shares; 2025Q3: 268,906 shares 268,906 $14.1M 0.23% +15,890 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,915 shares; 2024Q4: 280,270 shares; 2025Q1: 280,270 shares; 2025Q2: 390,542 shares; 2025Q3: 371,463 shares 371,463 $14M 0.23% -19,079 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,519 shares; 2024Q4: 39,841 shares; 2025Q1: 39,841 shares; 2025Q2: 60,905 shares; 2025Q3: 49,599 shares 49,599 $13.9M 0.23% -11,306 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,830 shares; 2024Q4: 403,614 shares; 2025Q1: 403,614 shares; 2025Q2: 582,944 shares; 2025Q3: 582,366 shares 582,366 $13.9M 0.23% -578 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,442 shares; 2024Q4: 45,690 shares; 2025Q1: 45,740 shares; 2025Q2: 57,871 shares; 2025Q3: 59,351 shares 59,351 $13.7M 0.23% +1,480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,461 shares; 2024Q4: 39,572 shares; 2025Q1: 39,572 shares; 2025Q2: 48,092 shares; 2025Q3: 52,467 shares 52,467 $13.6M 0.22% +4,375 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,140 shares; 2024Q4: 238,464 shares; 2025Q1: 238,464 shares; 2025Q2: 318,162 shares; 2025Q3: 331,224 shares 331,224 $13.5M 0.22% +13,062 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,145 shares; 2024Q4: 17,767 shares; 2025Q1: 17,767 shares; 2025Q2: 19,872 shares; 2025Q3: 20,217 shares 20,217 $13.5M 0.22% +345 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,749 shares; 2025Q3: 210,808 shares 210,808 $13.3M 0.22% +112,059 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,459 shares; 2024Q4: 217,139 shares; 2025Q1: 218,547 shares; 2025Q2: 229,457 shares; 2025Q3: 242,833 shares 242,833 $13.2M 0.22% +13,376 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 19,463 shares; 2025Q3: 21,421 shares 21,421 $13.1M 0.22% +1,958 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,333 shares; 2024Q4: 225,773 shares; 2025Q1: 227,468 shares; 2025Q2: 352,428 shares; 2025Q3: 563,417 shares 563,417 $13M 0.21% +210,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,032 shares; 2024Q4: 44,066 shares; 2025Q1: 45,072 shares; 2025Q2: 41,617 shares; 2025Q3: 44,310 shares 44,310 $13M 0.21% +2,693 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,169 shares; 2024Q4: 54,704 shares; 2025Q1: 54,704 shares; 2025Q2: 277,649 shares; 2025Q3: 374,473 shares 374,473 $13M 0.21% +96,824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,376 shares; 2024Q4: 170,903 shares; 2025Q1: 170,903 shares; 2025Q2: 174,560 shares; 2025Q3: 176,324 shares 176,324 $12.9M 0.21% +1,764 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,259 shares; 2024Q4: 219,082 shares; 2025Q1: 220,868 shares; 2025Q2: 429,357 shares; 2025Q3: 672,795 shares 672,795 $12.9M 0.21% +243,438 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,985 shares; 2024Q4: 438,915 shares; 2025Q1: 443,607 shares; 2025Q2: 493,298 shares; 2025Q3: 589,221 shares 589,221 $12.7M 0.21% +95,923 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,311 shares; 2025Q1: 2,313 shares; 2025Q2: 2,383 shares; 2025Q3: 2,346 shares 2,346 $12.7M 0.21% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,715 shares; 2024Q4: 62,753 shares; 2025Q1: 62,753 shares; 2025Q2: 74,127 shares; 2025Q3: 76,547 shares 76,547 $12.4M 0.2% +2,420 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,630 shares; 2024Q4: 20,869 shares; 2025Q1: 20,954 shares; 2025Q2: 30,399 shares; 2025Q3: 30,058 shares 30,058 $12.2M 0.2% -341 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,459 shares; 2024Q4: 168,781 shares; 2025Q1: 168,781 shares; 2025Q2: 175,551 shares; 2025Q3: 194,142 shares 194,142 $12.2M 0.2% +18,591 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,031 shares; 2024Q4: 103,402 shares; 2025Q1: 103,764 shares; 2025Q2: 117,283 shares; 2025Q3: 117,095 shares 117,095 $12.1M 0.2% -188 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,964 shares; 2024Q4: 43,097 shares; 2025Q1: 43,624 shares; 2025Q2: 96,369 shares; 2025Q3: 105,043 shares 105,043 $12M 0.2% +8,674 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,114 shares; 2024Q4: 327,452 shares; 2025Q1: 327,452 shares; 2025Q2: 463,219 shares; 2025Q3: 520,839 shares 520,839 $12M 0.2% +57,620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,242 shares; 2024Q4: 91,519 shares; 2025Q1: 91,683 shares; 2025Q2: 100,486 shares; 2025Q3: 105,404 shares 105,404 $11.9M 0.2% +4,918 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 8,342 shares; 2025Q1: 8,407 shares; 2025Q2: 9,226 shares; 2025Q3: 9,716 shares 9,716 $11.6M 0.19% +490 Timeline BYRE PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,223 shares; 2024Q4: 232,662 shares; 2025Q1: 232,662 shares; 2025Q2: 324,938 shares; 2025Q3: 452,742 shares 452,742 $11.4M 0.19% +127,804 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,999 shares; 2024Q4: 9,262 shares; 2025Q1: 9,284 shares; 2025Q2: 11,579 shares; 2025Q3: 12,058 shares 12,058 $11.2M 0.18% +479 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,833 shares; 2024Q4: 113,442 shares; 2025Q1: 113,442 shares; 2025Q2: 129,906 shares; 2025Q3: 130,646 shares 130,646 $11M 0.18% +740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,480 shares; 2024Q4: 22,502 shares; 2025Q1: 22,582 shares; 2025Q2: 31,053 shares; 2025Q3: 32,810 shares 32,810 $10.7M 0.18% +1,757 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,832 shares; 2024Q4: 39,816 shares; 2025Q1: 39,816 shares; 2025Q2: 45,962 shares; 2025Q3: 49,868 shares 49,868 $10.7M 0.18% +3,906 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,373 shares; 2024Q4: 932,737 shares; 2025Q1: 932,737 shares; 2025Q2: 374,999 shares; 2025Q3: 392,451 shares 392,451 $10.6M 0.17% +17,452 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,881 shares; 2024Q4: 37,192 shares; 2025Q1: 37,250 shares; 2025Q2: 51,032 shares; 2025Q3: 55,803 shares 55,803 $10.3M 0.17% +4,771 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,310 shares; 2024Q4: 19,242 shares; 2025Q1: 19,310 shares; 2025Q2: 20,827 shares; 2025Q3: 21,520 shares 21,520 $10.3M 0.17% +693 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 26,354 shares; 2025Q1: 26,354 shares; 2025Q2: 29,866 shares; 2025Q3: 29,447 shares 29,447 $10.2M 0.17% -419 Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,419 shares; 2024Q4: 508,096 shares; 2025Q1: 508,096 shares; 2025Q2: 485,359 shares; 2025Q3: 515,838 shares 515,838 $10.1M 0.17% +30,479 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,436 shares; 2024Q4: 227,348 shares; 2025Q1: 227,348 shares; 2025Q2: 272,431 shares; 2025Q3: 240,572 shares 240,572 $10.1M 0.17% -31,859 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,428 shares; 2024Q4: 51,630 shares; 2025Q1: 51,719 shares; 2025Q2: 58,102 shares; 2025Q3: 65,000 shares 65,000 $10.1M 0.17% +6,898 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,866 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 120,292 shares; 2025Q3: 128,706 shares 128,706 $10.1M 0.17% +8,414 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,214 shares; 2024Q4: 187,832 shares; 2025Q1: 189,385 shares; 2025Q2: 225,079 shares; 2025Q3: 197,882 shares 197,882 $9.94M 0.16% -27,197 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 20,499 shares; 2025Q3: 29,652 shares 29,652 $9.87M 0.16% +9,153 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,248 shares; 2024Q4: 112,794 shares; 2025Q1: 114,928 shares; 2025Q2: 112,647 shares; 2025Q3: 116,116 shares 116,116 $9.85M 0.16% +3,469 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,854 shares; 2024Q4: 18,834 shares; 2025Q1: 18,834 shares; 2025Q2: 23,482 shares; 2025Q3: 226,702 shares 226,702 $9.82M 0.16% +203,220 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,877 shares; 2024Q4: 257,280 shares; 2025Q1: 257,280 shares; 2025Q2: 243,250 shares; 2025Q3: 289,452 shares 289,452 $9.81M 0.16% +46,202 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,645 shares; 2024Q4: 219,198 shares; 2025Q1: 219,198 shares; 2025Q2: 267,142 shares; 2025Q3: 244,616 shares 244,616 $9.67M 0.16% -22,526 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,421 shares; 2024Q4: 178,111 shares; 2025Q1: 178,111 shares; 2025Q2: 181,884 shares; 2025Q3: 148,156 shares 148,156 $9.67M 0.16% -33,728 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,014 shares; 2024Q4: 143,865 shares; 2025Q1: 144,334 shares; 2025Q2: 147,965 shares; 2025Q3: 157,205 shares 157,205 $9.61M 0.16% +9,240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,562 shares; 2024Q4: 55,378 shares; 2025Q1: 55,383 shares; 2025Q2: 46,013 shares; 2025Q3: 52,081 shares 52,081 $9.5M 0.16% +6,068 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,302 shares; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 177,912 shares; 2025Q3: 184,968 shares 184,968 $9.36M 0.15% +7,056 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,957 shares; 2024Q4: 553,448 shares; 2025Q1: 557,451 shares; 2025Q2: 629,276 shares; 2025Q3: 652,755 shares 652,755 $9.3M 0.15% +23,479 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,173 shares; 2024Q4: 46,384 shares; 2025Q1: 47,618 shares; 2025Q2: 34,695 shares; 2025Q3: 36,286 shares 36,286 $9.23M 0.15% +1,591 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,344 shares; 2024Q4: 83,957 shares; 2025Q1: 84,057 shares; 2025Q2: 101,668 shares; 2025Q3: 108,865 shares 108,865 $9.22M 0.15% +7,197 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,926 shares; 2024Q4: 39,439 shares; 2025Q1: 39,518 shares; 2025Q2: 52,816 shares; 2025Q3: 54,444 shares 54,444 $9.11M 0.15% +1,628 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,440 shares; 2024Q4: 152,250 shares; 2025Q1: 152,450 shares; 2025Q2: 213,252 shares; 2025Q3: 265,658 shares 265,658 $9.08M 0.15% +52,406 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 185,403 shares; 2025Q3: 220,170 shares 220,170 $9.05M 0.15% +34,767 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,271 shares; 2024Q4: 219,592 shares; 2025Q1: 219,790 shares; 2025Q2: 157,124 shares; 2025Q3: 156,746 shares 156,746 $9.01M 0.15% -378 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,597 shares; 2024Q4: 140,172 shares; 2025Q1: 140,573 shares; 2025Q2: 122,456 shares; 2025Q3: 131,299 shares 131,299 $8.83M 0.15% +8,843 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,411 shares; 2024Q4: 32,673 shares; 2025Q1: 32,673 shares; 2025Q2: 36,649 shares; 2025Q3: 36,692 shares 36,692 $8.7M 0.14% +43 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,005 shares; 2024Q4: 106,126 shares; 2025Q1: 106,496 shares; 2025Q2: 126,766 shares; 2025Q3: 130,739 shares 130,739 $8.67M 0.14% +3,973 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 30,842 shares; 2025Q1: 30,844 shares; 2025Q2: 44,706 shares; 2025Q3: 42,346 shares 42,346 $8.67M 0.14% -2,360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,923 shares; 2024Q4: 41,371 shares; 2025Q1: 41,546 shares; 2025Q2: 47,399 shares; 2025Q3: 61,183 shares 61,183 $8.62M 0.14% +13,784 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,439 shares; 2024Q4: 248,852 shares; 2025Q1: 248,852 shares; 2025Q2: 34,560 shares; 2025Q3: 63,348 shares 63,348 $8.57M 0.14% +28,788 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,820 shares; 2024Q4: 91,082 shares; 2025Q1: 93,319 shares; 2025Q2: 88,181 shares; 2025Q3: 89,691 shares 89,691 $8.53M 0.14% +1,510 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,774 shares; 2024Q4: 71,072 shares; 2025Q1: 71,204 shares; 2025Q2: 74,511 shares; 2025Q3: 74,397 shares 74,397 $8.52M 0.14% -114 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,281 shares; 2025Q1: 65,281 shares; 2025Q2: 334,366 shares; 2025Q3: 336,044 shares 336,044 $8.41M 0.14% +1,678 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,402 shares; 2024Q4: 63,251 shares; 2025Q1: 63,387 shares; 2025Q2: 74,837 shares; 2025Q3: 77,473 shares 77,473 $8.25M 0.14% +2,636 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,824 shares; 2024Q4: 165,656 shares; 2025Q1: 165,656 shares; 2025Q2: 242,475 shares; 2025Q3: 302,078 shares 302,078 $8.24M 0.14% +59,603 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,174 shares; 2024Q4: 173,292 shares; 2025Q1: 173,456 shares; 2025Q2: 125,773 shares; 2025Q3: 119,211 shares 119,211 $8.09M 0.13% -6,562 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,111 shares; 2024Q4: 90,837 shares; 2025Q1: 94,525 shares; 2025Q2: 115,486 shares; 2025Q3: 160,864 shares 160,864 $7.96M 0.13% +45,378 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,547 shares; 2024Q4: 24,775 shares; 2025Q1: 24,775 shares; 2025Q2: 35,617 shares; 2025Q3: 45,458 shares 45,458 $7.94M 0.13% +9,841 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 8,046 shares; 2025Q1: 8,046 shares; 2025Q2: 10,144 shares; 2025Q3: 9,918 shares 9,918 $7.9M 0.13% -226 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,596 shares; 2024Q4: 39,776 shares; 2025Q1: 39,872 shares; 2025Q2: 48,217 shares; 2025Q3: 46,944 shares 46,944 $7.81M 0.13% -1,273 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,263 shares; 2024Q4: 63,237 shares; 2025Q1: 63,512 shares; 2025Q2: 65,913 shares; 2025Q3: 69,547 shares 69,547 $7.74M 0.13% +3,634 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,607 shares; 2024Q4: 110,503 shares; 2025Q1: 111,843 shares; 2025Q2: 137,360 shares; 2025Q3: 155,831 shares 155,831 $7.7M 0.13% +18,471 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,973 shares; 2024Q4: 56,500 shares; 2025Q1: 57,157 shares; 2025Q2: 53,246 shares; 2025Q3: 39,102 shares 39,102 $7.66M 0.13% -14,144 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 29,696 shares; 2025Q1: 29,696 shares; 2025Q2: 40,691 shares; 2025Q3: 40,284 shares 40,284 $7.65M 0.13% -407 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 16,823 shares; 2025Q1: 16,839 shares; 2025Q2: 84,375 shares; 2025Q3: 216,285 shares 216,285 $7.63M 0.13% +131,910 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,845 shares; 2024Q4: 159,095 shares; 2025Q1: 159,095 shares; 2025Q2: 229,836 shares; 2025Q3: 300,469 shares 300,469 $7.55M 0.12% +70,633 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 305,342 shares; 2025Q3: 289,887 shares 289,887 $7.49M 0.12% -15,455 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,769 shares; 2024Q4: 966,636 shares; 2025Q1: 970,737 shares; 2025Q2: 618,506 shares; 2025Q3: 558,890 shares 558,890 $7.48M 0.12% -59,616 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,678 shares; 2024Q4: 140,359 shares; 2025Q1: 140,359 shares; 2025Q2: 176,676 shares; 2025Q3: 169,468 shares 169,468 $7.44M 0.12% -7,208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,657 shares; 2025Q1: 30,707 shares; 2025Q2: 51,218 shares; 2025Q3: 55,475 shares 55,475 $7.43M 0.12% +4,257 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,930 shares; 2024Q4: 110,544 shares; 2025Q1: 110,644 shares; 2025Q2: 136,711 shares; 2025Q3: 143,720 shares 143,720 $7.41M 0.12% +7,009 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,042 shares; 2024Q4: 35,098 shares; 2025Q1: 35,098 shares; 2025Q2: 46,853 shares; 2025Q3: 51,144 shares 51,144 $7.39M 0.12% +4,291 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,370 shares; 2024Q4: 40,759 shares; 2025Q1: 40,785 shares; 2025Q2: 59,085 shares; 2025Q3: 55,024 shares 55,024 $7.37M 0.12% -4,061 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,466 shares; 2024Q4: 156,347 shares; 2025Q1: 156,464 shares; 2025Q2: 163,065 shares; 2025Q3: 168,834 shares 168,834 $7.25M 0.12% +5,769 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,408 shares; 2024Q4: 99,987 shares; 2025Q1: 99,987 shares; 2025Q2: 190,592 shares; 2025Q3: 214,913 shares 214,913 $7.18M 0.12% +24,321 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,240 shares; 2024Q4: 80,409 shares; 2025Q1: 80,409 shares; 2025Q2: 90,763 shares; 2025Q3: 95,506 shares 95,506 $7.15M 0.12% +4,743 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,032 shares; 2024Q4: 63,921 shares; 2025Q1: 64,042 shares; 2025Q2: 99,707 shares; 2025Q3: 104,351 shares 104,351 $7.14M 0.12% +4,644 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,547 shares; 2025Q1: 5,547 shares; 2025Q2: 6,440 shares; 2025Q3: 6,084 shares 6,084 $7.09M 0.12% -356 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,899 shares; 2024Q4: 18,374 shares; 2025Q1: 18,374 shares; 2025Q2: 20,335 shares; 2025Q3: 21,800 shares 21,800 $7.04M 0.12% +1,465 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,638 shares; 2024Q4: 76,611 shares; 2025Q1: 76,623 shares; 2025Q2: 82,377 shares; 2025Q3: 83,084 shares 83,084 $7.03M 0.12% +707 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,652 shares; 2024Q4: 16,293 shares; 2025Q1: 16,294 shares; 2025Q2: 18,928 shares; 2025Q3: 19,713 shares 19,713 $6.95M 0.11% +785 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 107,603 shares; 2025Q3: 125,754 shares 125,754 $6.94M 0.11% +18,151 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,771 shares; 2024Q4: 15,524 shares; 2025Q1: 15,524 shares; 2025Q2: 19,114 shares; 2025Q3: 20,897 shares 20,897 $6.94M 0.11% +1,783 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,378 shares; 2024Q4: 61,005 shares; 2025Q1: 61,005 shares; 2025Q2: 69,940 shares; 2025Q3: 65,720 shares 65,720 $6.9M 0.11% -4,220 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,962 shares; 2025Q1: 4,962 shares; 2025Q2: 193,241 shares; 2025Q3: 183,881 shares 183,881 $6.85M 0.11% -9,360 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,035 shares; 2024Q4: 75,976 shares; 2025Q1: 75,976 shares; 2025Q2: 120,784 shares; 2025Q3: 176,578 shares 176,578 $6.71M 0.11% +55,794 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264,921 shares 264,921 $6.7M 0.11% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,204 shares; 2024Q4: 40,604 shares; 2025Q1: 40,604 shares; 2025Q2: 60,285 shares; 2025Q3: 68,204 shares 68,204 $6.68M 0.11% +7,919 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,403 shares; 2024Q4: 95,503 shares; 2025Q1: 95,576 shares; 2025Q2: 88,093 shares; 2025Q3: 35,378 shares 35,378 $6.64M 0.11% -52,715 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,036 shares; 2024Q4: 84,458 shares; 2025Q1: 84,521 shares; 2025Q2: 47,282 shares; 2025Q3: 46,471 shares 46,471 $6.62M 0.11% -811 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,362 shares; 2024Q4: 72,058 shares; 2025Q1: 72,172 shares; 2025Q2: 67,132 shares; 2025Q3: 83,725 shares 83,725 $6.61M 0.11% +16,593 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 17,573 shares; 2025Q1: 17,573 shares; 2025Q2: 21,724 shares; 2025Q3: 23,089 shares 23,089 $6.51M 0.11% +1,365 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,059 shares; 2024Q4: 135,060 shares; 2025Q1: 135,279 shares; 2025Q2: 139,689 shares; 2025Q3: 148,175 shares 148,175 $6.51M 0.11% +8,486 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,852 shares; 2024Q4: 119,105 shares; 2025Q1: 119,105 shares; 2025Q2: 131,930 shares; 2025Q3: 129,798 shares 129,798 $6.5M 0.11% -2,132 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 54,069 shares; 2025Q1: 54,069 shares; 2025Q2: 63,488 shares; 2025Q3: 66,855 shares 66,855 $6.45M 0.11% +3,367 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,029 shares; 2024Q4: 288,548 shares; 2025Q1: 288,548 shares; 2025Q2: 287,050 shares; 2025Q3: 279,467 shares 279,467 $6.43M 0.11% -7,583 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,440 shares; 2024Q4: 96,652 shares; 2025Q1: 96,652 shares; 2025Q2: 107,201 shares; 2025Q3: 112,151 shares 112,151 $6.39M 0.11% +4,950 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,812 shares; 2024Q4: 95,023 shares; 2025Q1: 95,023 shares; 2025Q2: 114,070 shares; 2025Q3: 130,631 shares 130,631 $6.38M 0.11% +16,561 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,790 shares; 2025Q1: 36,790 shares; 2025Q2: 47,206 shares; 2025Q3: 43,549 shares 43,549 $6.35M 0.1% -3,657 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,792 shares; 2024Q4: 40,050 shares; 2025Q1: 40,132 shares; 2025Q2: 44,839 shares; 2025Q3: 50,829 shares 50,829 $6.29M 0.1% +5,990 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,192 shares; 2024Q4: 26,328 shares; 2025Q1: 26,328 shares; 2025Q2: 38,800 shares; 2025Q3: 39,375 shares 39,375 $6.26M 0.1% +575 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 5,535 shares; 2025Q3: 5,764 shares 5,764 $6.22M 0.1% +229 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 17,093 shares; 2025Q1: 17,093 shares; 2025Q2: 19,683 shares; 2025Q3: 20,530 shares 20,530 $6.18M 0.1% +847 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,017 shares; 2024Q4: 57,532 shares; 2025Q1: 57,532 shares; 2025Q2: 55,713 shares; 2025Q3: 62,926 shares 62,926 $6.17M 0.1% +7,213 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,668 shares; 2024Q4: 100,236 shares; 2025Q1: 103,878 shares; 2025Q2: 88,970 shares; 2025Q3: 90,055 shares 90,055 $6.13M 0.1% +1,085 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,656 shares; 2024Q4: 59,314 shares; 2025Q1: 59,444 shares; 2025Q2: 64,975 shares; 2025Q3: 63,674 shares 63,674 $6.06M 0.1% -1,301 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,631 shares; 2025Q1: 3,637 shares; 2025Q2: 4,002 shares; 2025Q3: 4,581 shares 4,581 $6.04M 0.1% +579 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,532 shares; 2024Q4: 21,307 shares; 2025Q1: 21,640 shares; 2025Q2: 60,501 shares; 2025Q3: 82,766 shares 82,766 $6.02M 0.1% +22,265 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,190 shares; 2024Q4: 69,451 shares; 2025Q1: 69,441 shares; 2025Q2: 81,874 shares; 2025Q3: 89,095 shares 89,095 $6.01M 0.1% +7,221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,560 shares; 2024Q4: 49,323 shares; 2025Q1: 50,631 shares; 2025Q2: 73,195 shares; 2025Q3: 107,315 shares 107,315 $5.98M 0.1% +34,120 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,785 shares; 2024Q4: 98,943 shares; 2025Q1: 98,943 shares; 2025Q2: 111,381 shares; 2025Q3: 119,257 shares 119,257 $5.95M 0.1% +7,876 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 9,508 shares; 2025Q1: 9,508 shares; 2025Q2: 11,964 shares; 2025Q3: 12,504 shares 12,504 $5.94M 0.1% +540 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,057 shares; 2024Q4: 10,490 shares; 2025Q1: 10,490 shares; 2025Q2: 42,990 shares; 2025Q3: 56,754 shares 56,754 $5.85M 0.1% +13,764 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,993 shares; 2024Q4: 171,480 shares; 2025Q1: 171,943 shares; 2025Q2: 179,153 shares; 2025Q3: 235,825 shares 235,825 $5.82M 0.1% +56,672 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,779 shares; 2024Q4: 99,197 shares; 2025Q1: 100,047 shares; 2025Q2: 101,435 shares; 2025Q3: 100,374 shares 100,374 $5.77M 0.1% -1,061 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,165 shares; 2024Q4: 68,528 shares; 2025Q1: 68,528 shares; 2025Q2: 72,589 shares; 2025Q3: 84,029 shares 84,029 $5.76M 0.09% +11,440 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,925 shares; 2024Q4: 85,773 shares; 2025Q1: 85,773 shares; 2025Q2: 85,325 shares; 2025Q3: 126,031 shares 126,031 $5.75M 0.09% +40,706 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,662 shares; 2025Q1: 2,697 shares; 2025Q2: 55,486 shares; 2025Q3: 52,893 shares 52,893 $5.7M 0.09% -2,593 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,627 shares; 2024Q4: 32,664 shares; 2025Q1: 32,878 shares; 2025Q2: 36,600 shares; 2025Q3: 37,016 shares 37,016 $5.69M 0.09% +416 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 8,415 shares; 2025Q1: 8,675 shares; 2025Q2: 46,001 shares; 2025Q3: 46,751 shares 46,751 $5.68M 0.09% +750 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,066 shares; 2024Q4: 43,307 shares; 2025Q1: 43,337 shares; 2025Q2: 36,363 shares; 2025Q3: 36,763 shares 36,763 $5.67M 0.09% +400 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,730 shares; 2024Q4: 44,681 shares; 2025Q1: 44,681 shares; 2025Q2: 59,386 shares; 2025Q3: 55,642 shares 55,642 $5.65M 0.09% -3,744 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,344 shares; 2024Q4: 345,972 shares; 2025Q1: 348,090 shares; 2025Q2: 355,477 shares; 2025Q3: 204,964 shares 204,964 $5.6M 0.09% -150,513 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,905 shares; 2025Q3: 85,156 shares 85,156 $5.59M 0.09% +73,251 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 10,268 shares; 2025Q1: 10,301 shares; 2025Q2: 13,125 shares; 2025Q3: 15,481 shares 15,481 $5.5M 0.09% +2,356 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,498 shares; 2024Q4: 44,274 shares; 2025Q1: 44,274 shares; 2025Q2: 43,587 shares; 2025Q3: 76,203 shares 76,203 $5.42M 0.09% +32,616 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,477 shares; 2024Q4: 21,414 shares; 2025Q1: 21,436 shares; 2025Q2: 81,707 shares; 2025Q3: 160,957 shares 160,957 $5.37M 0.09% +79,250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 18,022 shares; 2025Q3: 104,102 shares 104,102 $5.36M 0.09% +86,080 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 127,414 shares; 2025Q1: 127,414 shares; 2025Q2: 124,690 shares; 2025Q3: 123,814 shares 123,814 $5.34M 0.09% -876 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,794 shares; 2025Q3: 111,851 shares 111,851 $5.32M 0.09% +97,057 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,037 shares; 2024Q4: 107,734 shares; 2025Q1: 107,734 shares; 2025Q2: 103,558 shares; 2025Q3: 113,172 shares 113,172 $5.31M 0.09% +9,614 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,255 shares; 2024Q4: 28,328 shares; 2025Q1: 28,660 shares; 2025Q2: 41,828 shares; 2025Q3: 42,829 shares 42,829 $5.24M 0.09% +1,001 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 11,099 shares; 2025Q1: 11,106 shares; 2025Q2: 15,249 shares; 2025Q3: 17,225 shares 17,225 $5.23M 0.09% +1,976 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,238 shares; 2024Q4: 79,846 shares; 2025Q1: 79,846 shares; 2025Q2: 83,809 shares; 2025Q3: 87,197 shares 87,197 $5.23M 0.09% +3,388 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,877 shares; 2024Q4: 70,853 shares; 2025Q1: 70,853 shares; 2025Q2: 199,266 shares; 2025Q3: 214,029 shares 214,029 $5.22M 0.09% +14,763 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,222 shares; 2024Q4: 40,586 shares; 2025Q1: 40,620 shares; 2025Q2: 45,651 shares; 2025Q3: 54,628 shares 54,628 $5.21M 0.09% +8,977 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,612 shares; 2024Q4: 20,821 shares; 2025Q1: 20,821 shares; 2025Q2: 15,721 shares; 2025Q3: 16,380 shares 16,380 $5.12M 0.08% +659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 9,354 shares; 2025Q1: 9,398 shares; 2025Q2: 9,492 shares; 2025Q3: 10,201 shares 10,201 $5.09M 0.08% +709 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,266 shares; 2024Q4: 79,810 shares; 2025Q1: 79,810 shares; 2025Q2: 95,618 shares; 2025Q3: 100,026 shares 100,026 $5.08M 0.08% +4,408 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,379 shares; 2024Q4: 133,688 shares; 2025Q1: 134,350 shares; 2025Q2: 161,585 shares; 2025Q3: 177,067 shares 177,067 $5M 0.08% +15,482 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 16,271 shares; 2025Q1: 16,280 shares; 2025Q2: 18,268 shares; 2025Q3: 18,318 shares 18,318 $5M 0.08% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 12,348 shares; 2025Q1: 12,648 shares; 2025Q2: 10,057 shares; 2025Q3: 10,157 shares 10,157 $4.98M 0.08% +100 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161,689 shares 161,689 $4.98M 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,460 shares; 2024Q4: 12,943 shares; 2025Q1: 12,943 shares; 2025Q2: 22,131 shares; 2025Q3: 23,392 shares 23,392 $4.97M 0.08% +1,261 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,914 shares; 2024Q4: 110,296 shares; 2025Q1: 110,367 shares; 2025Q2: 95,418 shares; 2025Q3: 93,440 shares 93,440 $4.94M 0.08% -1,978 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 7,408 shares; 2025Q3: 6,560 shares 6,560 $4.9M 0.08% -848 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 11,997 shares; 2025Q1: 12,170 shares; 2025Q2: 15,429 shares; 2025Q3: 15,113 shares 15,113 $4.89M 0.08% -316 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,966 shares; 2024Q4: 213,176 shares; 2025Q1: 213,176 shares; 2025Q2: 209,375 shares; 2025Q3: 244,052 shares 244,052 $4.83M 0.08% +34,677 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,759 shares; 2025Q1: 4,759 shares; 2025Q2: 7,056 shares; 2025Q3: 6,370 shares 6,370 $4.83M 0.08% -686 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,959 shares; 2024Q4: 44,571 shares; 2025Q1: 44,571 shares; 2025Q2: 96,831 shares; 2025Q3: 104,222 shares 104,222 $4.83M 0.08% +7,391 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 15,046 shares; 2025Q1: 15,046 shares; 2025Q2: 14,758 shares; 2025Q3: 15,157 shares 15,157 $4.81M 0.08% +399 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,399 shares; 2024Q4: 42,498 shares; 2025Q1: 44,740 shares; 2025Q2: 48,147 shares; 2025Q3: 49,680 shares 49,680 $4.8M 0.08% +1,533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,538 shares; 2024Q4: 25,005 shares; 2025Q1: 25,005 shares; 2025Q2: 22,511 shares; 2025Q3: 23,401 shares 23,401 $4.76M 0.08% +890 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 16,300 shares; 2025Q1: 16,328 shares; 2025Q2: 20,587 shares; 2025Q3: 19,208 shares 19,208 $4.74M 0.08% -1,379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 16,117 shares; 2025Q1: 16,117 shares; 2025Q2: 18,058 shares; 2025Q3: 18,256 shares 18,256 $4.74M 0.08% +198 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,160 shares; 2024Q4: 102,519 shares; 2025Q1: 102,519 shares; 2025Q2: 103,518 shares; 2025Q3: 117,312 shares 117,312 $4.73M 0.08% +13,794 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 12,850 shares; 2025Q1: 12,848 shares; 2025Q2: 76,497 shares; 2025Q3: 18,251 shares 18,251 $4.68M 0.08% -58,246 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,501 shares; 2024Q4: 13,612 shares; 2025Q1: 13,612 shares; 2025Q2: 16,013 shares; 2025Q3: 16,419 shares 16,419 $4.63M 0.08% +406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,951 shares; 2024Q4: 109,180 shares; 2025Q1: 109,180 shares; 2025Q2: 35,571 shares; 2025Q3: 85,728 shares 85,728 $4.62M 0.08% +50,157 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 85,161 shares; 2025Q1: 85,161 shares; 2025Q2: 86,895 shares; 2025Q3: 86,547 shares 86,547 $4.6M 0.08% -348 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,144 shares; 2024Q4: 28,757 shares; 2025Q1: 28,870 shares; 2025Q2: 36,684 shares; 2025Q3: 35,771 shares 35,771 $4.59M 0.08% -913 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,802 shares; 2024Q4: 54,635 shares; 2025Q1: 54,635 shares; 2025Q2: 79,066 shares; 2025Q3: 90,246 shares 90,246 $4.55M 0.08% +11,180 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 6,199 shares; 2025Q3: 6,331 shares 6,331 $4.55M 0.07% +132 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,230 shares; 2024Q4: 122,346 shares; 2025Q1: 122,346 shares; 2025Q2: 131,644 shares; 2025Q3: 144,115 shares 144,115 $4.53M 0.07% +12,471 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,775 shares; 2024Q4: 46,896 shares; 2025Q1: 46,896 shares; 2025Q2: 55,885 shares; 2025Q3: 59,465 shares 59,465 $4.52M 0.07% +3,580 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,519 shares; 2025Q3: 131,222 shares 131,222 $4.48M 0.07% +81,703 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,242 shares; 2024Q4: 13,810 shares; 2025Q1: 14,412 shares; 2025Q2: 14,311 shares; 2025Q3: 21,330 shares 21,330 $4.46M 0.07% +7,019 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 87,453 shares; 2025Q3: 185,466 shares 185,466 $4.45M 0.07% +98,013 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,421 shares; 2024Q4: 27,911 shares; 2025Q1: 28,053 shares; 2025Q2: 46,495 shares; 2025Q3: 57,154 shares 57,154 $4.38M 0.07% +10,659 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 5,554 shares; 2025Q3: 5,652 shares 5,652 $4.37M 0.07% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,295 shares; 2024Q4: 83,134 shares; 2025Q1: 83,203 shares; 2025Q2: 63,987 shares; 2025Q3: 65,745 shares 65,745 $4.34M 0.07% +1,758 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 10,742 shares; 2025Q1: 10,742 shares; 2025Q2: 11,262 shares; 2025Q3: 12,343 shares 12,343 $4.34M 0.07% +1,081 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,741 shares; 2024Q4: 11,317 shares; 2025Q1: 11,317 shares; 2025Q2: 12,847 shares; 2025Q3: 13,995 shares 13,995 $4.33M 0.07% +1,148 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 13,864 shares; 2025Q1: 13,925 shares; 2025Q2: 17,085 shares; 2025Q3: 15,358 shares 15,358 $4.33M 0.07% -1,727 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 8,917 shares; 2025Q1: 8,917 shares; 2025Q2: 15,995 shares; 2025Q3: 15,289 shares 15,289 $4.31M 0.07% -706 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 28,378 shares; 2025Q1: 28,378 shares; 2025Q2: 20,323 shares; 2025Q3: 20,701 shares 20,701 $4.28M 0.07% +378 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,523 shares; 2024Q4: 87,112 shares; 2025Q1: 87,112 shares; 2025Q2: 80,978 shares; 2025Q3: 84,255 shares 84,255 $4.25M 0.07% +3,277 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 9,096 shares; 2025Q1: 9,107 shares; 2025Q2: 13,433 shares; 2025Q3: 14,472 shares 14,472 $4.17M 0.07% +1,039 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 25,857 shares; 2025Q1: 25,857 shares; 2025Q2: 42,153 shares; 2025Q3: 41,618 shares 41,618 $4.12M 0.07% -535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,321 shares; 2024Q4: 99,447 shares; 2025Q1: 100,568 shares; 2025Q2: 62,435 shares; 2025Q3: 62,817 shares 62,817 $4.12M 0.07% +382 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,300 shares; 2025Q1: 3,000 shares; 2025Q2: 102,408 shares; 2025Q3: 121,974 shares 121,974 $4.1M 0.07% +19,566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,632 shares; 2025Q1: 7,632 shares; 2025Q2: 8,604 shares; 2025Q3: 9,155 shares 9,155 $4.09M 0.07% +551 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 9,058 shares; 2025Q1: 9,058 shares; 2025Q2: 10,372 shares; 2025Q3: 8,384 shares 8,384 $4.07M 0.07% -1,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,048 shares; 2024Q4: 111,007 shares; 2025Q1: 111,007 shares; 2025Q2: 152,722 shares; 2025Q3: 70,669 shares 70,669 $4.06M 0.07% -82,053 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,569 shares; 2024Q4: 16,603 shares; 2025Q1: 16,608 shares; 2025Q2: 19,773 shares; 2025Q3: 21,575 shares 21,575 $4.04M 0.07% +1,802 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,067 shares; 2024Q4: 14,936 shares; 2025Q1: 14,967 shares; 2025Q2: 16,670 shares; 2025Q3: 17,029 shares 17,029 $4.03M 0.07% +359 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,147 shares; 2024Q4: 65,868 shares; 2025Q1: 65,868 shares; 2025Q2: 70,938 shares; 2025Q3: 86,121 shares 86,121 $4.01M 0.07% +15,183 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,259 shares; 2024Q4: 22,067 shares; 2025Q1: 22,067 shares; 2025Q2: 35,975 shares; 2025Q3: 34,732 shares 34,732 $3.98M 0.07% -1,243 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,298 shares; 2024Q4: 50,070 shares; 2025Q1: 50,120 shares; 2025Q2: 41,452 shares; 2025Q3: 47,246 shares 47,246 $3.97M 0.07% +5,794 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 10,930 shares; 2025Q1: 10,930 shares; 2025Q2: 11,445 shares; 2025Q3: 13,243 shares 13,243 $3.95M 0.06% +1,798 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 16,240 shares; 2025Q1: 16,283 shares; 2025Q2: 18,519 shares; 2025Q3: 18,716 shares 18,716 $3.94M 0.06% +197 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,409 shares; 2024Q4: 113,120 shares; 2025Q1: 119,813 shares; 2025Q2: 152,588 shares; 2025Q3: 131,806 shares 131,806 $3.92M 0.06% -20,782 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,022 shares; 2024Q4: 105,116 shares; 2025Q1: 105,116 shares; 2025Q2: 73,792 shares; 2025Q3: 73,521 shares 73,521 $3.87M 0.06% -271 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,473 shares; 2024Q4: 25,957 shares; 2025Q1: 25,957 shares; 2025Q2: 28,016 shares; 2025Q3: 29,700 shares 29,700 $3.86M 0.06% +1,684 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,406 shares; 2024Q4: 11,337 shares; 2025Q1: 11,337 shares; 2025Q2: 11,806 shares; 2025Q3: 54,469 shares 54,469 $3.83M 0.06% +42,663 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 90,924 shares; 2025Q1: 90,924 shares; 2025Q2: 111,756 shares; 2025Q3: 85,238 shares 85,238 $3.8M 0.06% -26,518 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,462 shares; 2024Q4: 16,849 shares; 2025Q1: 16,856 shares; 2025Q2: 22,454 shares; 2025Q3: 20,602 shares 20,602 $3.79M 0.06% -1,852 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 7,235 shares; 2025Q1: 7,285 shares; 2025Q2: 4,681 shares; 2025Q3: 5,537 shares 5,537 $3.78M 0.06% +856 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 18,166 shares; 2025Q1: 18,166 shares; 2025Q2: 24,986 shares; 2025Q3: 30,469 shares 30,469 $3.77M 0.06% +5,483 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,328 shares; 2024Q4: 70,963 shares; 2025Q1: 70,963 shares; 2025Q2: 68,419 shares; 2025Q3: 74,097 shares 74,097 $3.76M 0.06% +5,678 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 18,036 shares; 2025Q1: 18,592 shares; 2025Q2: 20,786 shares; 2025Q3: 21,941 shares 21,941 $3.75M 0.06% +1,155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,813 shares; 2024Q4: 8,557 shares; 2025Q1: 8,557 shares; 2025Q2: 7,263 shares; 2025Q3: 7,766 shares 7,766 $3.72M 0.06% +503 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,863 shares; 2025Q1: 9,863 shares; 2025Q2: 15,018 shares; 2025Q3: 15,670 shares 15,670 $3.68M 0.06% +652 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 65,944 shares; 2025Q1: 65,944 shares; 2025Q2: 64,650 shares; 2025Q3: 64,401 shares 64,401 $3.66M 0.06% -249 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,417 shares; 2024Q4: 29,959 shares; 2025Q1: 30,000 shares; 2025Q2: 32,983 shares; 2025Q3: 29,598 shares 29,598 $3.6M 0.06% -3,385 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,619 shares; 2024Q4: 61,719 shares; 2025Q1: 61,829 shares; 2025Q2: 72,200 shares; 2025Q3: 73,204 shares 73,204 $3.54M 0.06% +1,004 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 96,100 shares; 2025Q3: 97,288 shares 97,288 $3.53M 0.06% +1,188 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,888 shares; 2024Q4: 331,274 shares; 2025Q1: 334,789 shares; 2025Q2: 73,042 shares; 2025Q3: 79,407 shares 79,407 $3.51M 0.06% +6,365 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,494 shares; 2024Q4: 17,186 shares; 2025Q1: 18,357 shares; 2025Q2: 21,687 shares; 2025Q3: 14,192 shares 14,192 $3.5M 0.06% -7,495 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 12,175 shares; 2025Q1: 12,175 shares; 2025Q2: 14,232 shares; 2025Q3: 14,634 shares 14,634 $3.5M 0.06% +402 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,625 shares; 2024Q4: 92,037 shares; 2025Q1: 92,682 shares; 2025Q2: 90,418 shares; 2025Q3: 58,131 shares 58,131 $3.49M 0.06% -32,287 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 23,181 shares; 2025Q3: 64,981 shares 64,981 $3.49M 0.06% +41,800 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,873 shares; 2025Q1: 6,883 shares; 2025Q2: 8,927 shares; 2025Q3: 9,297 shares 9,297 $3.48M 0.06% +370 Timeline BENJ HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,369 shares; 2025Q3: 67,474 shares 67,474 $3.47M 0.06% +14,105 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,859 shares 136,859 $3.46M 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 16,260 shares; 2025Q1: 16,260 shares; 2025Q2: 28,394 shares; 2025Q3: 30,736 shares 30,736 $3.45M 0.06% +2,342 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 3,121 shares; 2025Q1: 3,122 shares; 2025Q2: 3,252 shares; 2025Q3: 3,539 shares 3,539 $3.43M 0.06% +287 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 8,995 shares; 2025Q3: 12,577 shares 12,577 $3.4M 0.06% +3,582 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 27,317 shares; 2025Q1: 27,317 shares; 2025Q2: 28,888 shares; 2025Q3: 26,314 shares 26,314 $3.39M 0.06% -2,574 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,921 shares; 2024Q4: 58,152 shares; 2025Q1: 58,173 shares; 2025Q2: 48,758 shares; 2025Q3: 44,929 shares 44,929 $3.39M 0.06% -3,829 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,986 shares; 2024Q4: 80,751 shares; 2025Q1: 99,586 shares; 2025Q2: 141,937 shares; 2025Q3: 145,599 shares 145,599 $3.37M 0.06% +3,662 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,311 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 16,226 shares; 2025Q3: 16,965 shares 16,965 $3.36M 0.06% +739 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,251 shares; 2024Q4: 10,499 shares; 2025Q1: 10,499 shares; 2025Q2: 22,174 shares; 2025Q3: 23,000 shares 23,000 $3.36M 0.06% +826 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,455 shares; 2024Q4: 20,762 shares; 2025Q1: 20,798 shares; 2025Q2: 26,468 shares; 2025Q3: 27,930 shares 27,930 $3.35M 0.06% +1,462 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,547 shares; 2024Q4: 30,686 shares; 2025Q1: 30,686 shares; 2025Q2: 38,157 shares; 2025Q3: 40,032 shares 40,032 $3.32M 0.05% +1,875 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,933 shares; 2024Q4: 23,622 shares; 2025Q1: 23,622 shares; 2025Q2: 25,623 shares; 2025Q3: 28,931 shares 28,931 $3.32M 0.05% +3,308 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,700 shares; 2024Q4: 74,360 shares; 2025Q1: 74,430 shares; 2025Q2: 75,047 shares; 2025Q3: 73,680 shares 73,680 $3.31M 0.05% -1,367 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,254 shares; 2024Q4: 63,228 shares; 2025Q1: 63,274 shares; 2025Q2: 67,859 shares; 2025Q3: 71,114 shares 71,114 $3.28M 0.05% +3,255 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: 3,037 shares; 2025Q3: 3,526 shares 3,526 $3.24M 0.05% +489 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 34,464 shares; 2025Q3: 27,405 shares 27,405 $3.24M 0.05% -7,059 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 9,023 shares; 2025Q1: 9,048 shares; 2025Q2: 13,019 shares; 2025Q3: 13,121 shares 13,121 $3.24M 0.05% +102 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,487 shares; 2024Q4: 6,007 shares; 2025Q1: 6,007 shares; 2025Q2: 8,228 shares; 2025Q3: 17,294 shares 17,294 $3.23M 0.05% +9,066 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,164 shares; 2024Q4: 87,879 shares; 2025Q1: 87,879 shares; 2025Q2: 107,961 shares; 2025Q3: 107,563 shares 107,563 $3.23M 0.05% -398 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 18,501 shares; 2025Q3: 45,895 shares 45,895 $3.22M 0.05% +27,394 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 12,022 shares; 2025Q1: 12,078 shares; 2025Q2: 18,882 shares; 2025Q3: 20,749 shares 20,749 $3.22M 0.05% +1,867 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 27,215 shares; 2025Q1: 27,215 shares; 2025Q2: 31,100 shares; 2025Q3: 39,360 shares 39,360 $3.21M 0.05% +8,260 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 5,531 shares; 2025Q1: 7,039 shares; 2025Q2: 54,181 shares; 2025Q3: 62,462 shares 62,462 $3.2M 0.05% +8,281 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,713 shares; 2025Q1: 7,713 shares; 2025Q2: 38,049 shares; 2025Q3: 30,512 shares 30,512 $3.2M 0.05% -7,537 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 8,615 shares; 2025Q3: 10,323 shares 10,323 $3.18M 0.05% +1,708 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,715 shares; 2024Q4: 23,788 shares; 2025Q1: 103,004 shares; 2025Q2: 21,939 shares; 2025Q3: 22,595 shares 22,595 $3.17M 0.05% +656 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 10,206 shares; 2025Q3: 10,743 shares 10,743 $3.15M 0.05% +537 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,217 shares; 2024Q4: 24,714 shares; 2025Q1: 24,714 shares; 2025Q2: 33,897 shares; 2025Q3: 35,111 shares 35,111 $3.13M 0.05% +1,214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,679 shares; 2024Q4: 24,120 shares; 2025Q1: 24,135 shares; 2025Q2: 19,126 shares; 2025Q3: 19,286 shares 19,286 $3.12M 0.05% +160 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,415 shares; 2024Q4: 37,759 shares; 2025Q1: 37,759 shares; 2025Q2: 50,735 shares; 2025Q3: 52,423 shares 52,423 $3.11M 0.05% +1,688 JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 9,599 shares; 2025Q1: 9,602 shares; 2025Q2: 13,415 shares; 2025Q3: 14,168 shares 14,168 $3.08M 0.05% +753 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 7,751 shares; 2025Q1: 7,751 shares; 2025Q2: 10,101 shares; 2025Q3: 10,427 shares 10,427 $3.06M 0.05% +326 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,332 shares; 2024Q4: 10,034 shares; 2025Q1: 10,034 shares; 2025Q2: 11,008 shares; 2025Q3: 10,959 shares 10,959 $3M 0.05% -49 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 7,584 shares; 2025Q1: 7,584 shares; 2025Q2: 7,317 shares; 2025Q3: 8,103 shares 8,103 $3M 0.05% +786 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 9,036 shares; 2025Q1: 9,036 shares; 2025Q2: 13,392 shares; 2025Q3: 16,781 shares 16,781 $2.98M 0.05% +3,389 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,655 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 112,846 shares; 2025Q3: 143,055 shares 143,055 $2.96M 0.05% +30,209 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,472 shares; 2024Q4: 11,856 shares; 2025Q1: 11,895 shares; 2025Q2: 12,474 shares; 2025Q3: 13,658 shares 13,658 $2.95M 0.05% +1,184 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,080 shares; 2024Q4: 84,689 shares; 2025Q1: 84,981 shares; 2025Q2: 107,082 shares; 2025Q3: 115,346 shares 115,346 $2.94M 0.05% +8,264 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 14,672 shares; 2025Q3: 11,919 shares 11,919 $2.94M 0.05% -2,753 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 105,606 shares; 2025Q3: 122,208 shares 122,208 $2.91M 0.05% +16,602 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,725 shares; 2024Q4: 31,263 shares; 2025Q1: 31,263 shares; 2025Q2: 44,240 shares; 2025Q3: 84,044 shares 84,044 $2.91M 0.05% +39,804 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 35,724 shares; 2025Q1: 35,724 shares; 2025Q2: 39,345 shares; 2025Q3: 66,837 shares 66,837 $2.9M 0.05% +27,492 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 62,103 shares; 2025Q1: 62,103 shares; 2025Q2: 62,955 shares; 2025Q3: 62,981 shares 62,981 $2.88M 0.05% +26 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,960 shares; 2025Q3: 75,925 shares 75,925 $2.87M 0.05% +63,965 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,016 shares; 2024Q4: 44,057 shares; 2025Q1: 44,057 shares; 2025Q2: 38,579 shares; 2025Q3: 41,521 shares 41,521 $2.84M 0.05% +2,942 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,884 shares; 2024Q4: 70,108 shares; 2025Q1: 70,108 shares; 2025Q2: 69,298 shares; 2025Q3: 91,525 shares 91,525 $2.83M 0.05% +22,227 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 5,754 shares; 2025Q3: 20,863 shares 20,863 $2.83M 0.05% +15,109 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,751 shares; 2024Q4: 62,751 shares; 2025Q1: 62,751 shares; 2025Q2: 97,313 shares; 2025Q3: 96,951 shares 96,951 $2.83M 0.05% -362 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,824 shares; 2024Q4: 39,379 shares; 2025Q1: 41,596 shares; 2025Q2: 54,903 shares; 2025Q3: 55,633 shares 55,633 $2.82M 0.05% +730 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 8,926 shares; 2025Q1: 9,066 shares; 2025Q2: 20,624 shares; 2025Q3: 20,996 shares 20,996 $2.82M 0.05% +372 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,110 shares; 2024Q4: 28,301 shares; 2025Q1: 28,301 shares; 2025Q2: 31,903 shares; 2025Q3: 25,602 shares 25,602 $2.79M 0.05% -6,301 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,902 shares; 2025Q3: 59,217 shares 59,217 $2.78M 0.05% +2,315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 5,547 shares; 2025Q3: 6,071 shares 6,071 $2.78M 0.05% +524 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,685 shares; 2025Q3: 97,242 shares 97,242 $2.77M 0.05% +63,557 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 9,836 shares; 2025Q1: 9,836 shares; 2025Q2: 12,905 shares; 2025Q3: 13,455 shares 13,455 $2.76M 0.05% +550 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,936 shares; 2025Q1: 11,036 shares; 2025Q2: 11,559 shares; 2025Q3: 10,986 shares 10,986 $2.76M 0.05% -573 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,657 shares; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 29,092 shares; 2025Q3: 29,130 shares 29,130 $2.76M 0.05% +38 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 4,371 shares; 2025Q3: 4,214 shares 4,214 $2.74M 0.05% -157 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 24,197 shares; 2025Q1: 24,197 shares; 2025Q2: 56,490 shares; 2025Q3: 61,511 shares 61,511 $2.74M 0.05% +5,021 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 7,418 shares; 2025Q1: 7,418 shares; 2025Q2: 8,795 shares; 2025Q3: 12,061 shares 12,061 $2.72M 0.04% +3,266 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,071 shares; 2024Q4: 6,988 shares; 2025Q1: 6,988 shares; 2025Q2: 7,452 shares; 2025Q3: 7,820 shares 7,820 $2.71M 0.04% +368 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,721 shares; 2024Q4: 8,783 shares; 2025Q1: 8,825 shares; 2025Q2: 9,787 shares; 2025Q3: 10,124 shares 10,124 $2.71M 0.04% +337 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 6,614 shares; 2025Q3: 6,386 shares 6,386 $2.69M 0.04% -228 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,054 shares; 2024Q4: 40,722 shares; 2025Q1: 40,888 shares; 2025Q2: 91,607 shares; 2025Q3: 80,204 shares 80,204 $2.69M 0.04% -11,403 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,016 shares; 2024Q4: 27,617 shares; 2025Q1: 27,617 shares; 2025Q2: 29,774 shares; 2025Q3: 31,786 shares 31,786 $2.68M 0.04% +2,012 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 5,463 shares; 2025Q1: 5,463 shares; 2025Q2: 6,600 shares; 2025Q3: 6,837 shares 6,837 $2.68M 0.04% +237 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 13,399 shares; 2025Q1: 15,493 shares; 2025Q2: 14,293 shares; 2025Q3: 18,014 shares 18,014 $2.68M 0.04% +3,721 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 2,658 shares; 2025Q1: 2,660 shares; 2025Q2: 2,795 shares; 2025Q3: 2,783 shares 2,783 $2.66M 0.04% -12 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,136 shares; 2024Q4: 156,641 shares; 2025Q1: 156,641 shares; 2025Q2: 175,601 shares; 2025Q3: 182,483 shares 182,483 $2.64M 0.04% +6,882 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,022 shares; 2024Q4: 27,881 shares; 2025Q1: 28,005 shares; 2025Q2: 31,867 shares; 2025Q3: 34,937 shares 34,937 $2.63M 0.04% +3,070 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,933 shares; 2024Q4: 8,166 shares; 2025Q1: 8,203 shares; 2025Q2: 7,608 shares; 2025Q3: 7,719 shares 7,719 $2.63M 0.04% +111 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,359 shares; 2024Q4: 27,163 shares; 2025Q1: 28,222 shares; 2025Q2: 32,716 shares; 2025Q3: 34,296 shares 34,296 $2.63M 0.04% +1,580 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,371 shares; 2024Q4: 27,038 shares; 2025Q1: 27,038 shares; 2025Q2: 27,564 shares; 2025Q3: 28,234 shares 28,234 $2.63M 0.04% +670 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,190 shares; 2024Q4: 16,734 shares; 2025Q1: 16,823 shares; 2025Q2: 14,820 shares; 2025Q3: 14,693 shares 14,693 $2.63M 0.04% -127 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 9,810 shares; 2025Q1: 9,810 shares; 2025Q2: 9,908 shares; 2025Q3: 10,289 shares 10,289 $2.61M 0.04% +381 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 29,204 shares; 2025Q1: 29,204 shares; 2025Q2: 35,932 shares; 2025Q3: 48,792 shares 48,792 $2.6M 0.04% +12,860 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,034 shares; 2024Q4: 52,050 shares; 2025Q1: 52,050 shares; 2025Q2: 71,569 shares; 2025Q3: 98,385 shares 98,385 $2.59M 0.04% +26,816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 12,405 shares; 2025Q1: 12,405 shares; 2025Q2: 11,440 shares; 2025Q3: 12,386 shares 12,386 $2.59M 0.04% +946 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,868 shares; 2024Q4: 22,110 shares; 2025Q1: 22,760 shares; 2025Q2: 36,496 shares; 2025Q3: 65,203 shares 65,203 $2.58M 0.04% +28,707 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,042 shares; 2024Q4: 42,036 shares; 2025Q1: 42,036 shares; 2025Q2: 28,974 shares; 2025Q3: 27,529 shares 27,529 $2.58M 0.04% -1,445 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,843 shares; 2025Q1: 4,843 shares; 2025Q2: 5,417 shares; 2025Q3: 5,218 shares 5,218 $2.56M 0.04% -199 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 43,158 shares; 2025Q3: 110,359 shares 110,359 $2.53M 0.04% +67,201 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,847 shares; 2024Q4: 28,451 shares; 2025Q1: 29,623 shares; 2025Q2: 30,804 shares; 2025Q3: 30,407 shares 30,407 $2.52M 0.04% -397 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,980 shares; 2025Q1: 7,012 shares; 2025Q2: 11,104 shares; 2025Q3: 13,119 shares 13,119 $2.51M 0.04% +2,015 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 5,138 shares; 2025Q1: 5,140 shares; 2025Q2: 6,412 shares; 2025Q3: 7,617 shares 7,617 $2.51M 0.04% +1,205 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 6,695 shares; 2025Q1: 6,695 shares; 2025Q2: 7,797 shares; 2025Q3: 9,578 shares 9,578 $2.5M 0.04% +1,781 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,633 shares; 2024Q4: 22,662 shares; 2025Q1: 22,662 shares; 2025Q2: 26,120 shares; 2025Q3: 26,499 shares 26,499 $2.49M 0.04% +379 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,979 shares; 2024Q4: 35,235 shares; 2025Q1: 35,235 shares; 2025Q2: 18,794 shares; 2025Q3: 26,954 shares 26,954 $2.47M 0.04% +8,160 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 9,643 shares; 2025Q1: 9,643 shares; 2025Q2: 11,016 shares; 2025Q3: 23,378 shares 23,378 $2.45M 0.04% +12,362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,250 shares; 2025Q1: 7,277 shares; 2025Q2: 7,262 shares; 2025Q3: 7,049 shares 7,049 $2.44M 0.04% -213 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 6,345 shares; 2025Q1: 6,345 shares; 2025Q2: 26,677 shares; 2025Q3: 27,342 shares 27,342 $2.43M 0.04% +665 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,693 shares; 2024Q4: 62,081 shares; 2025Q1: 62,081 shares; 2025Q2: 63,235 shares; 2025Q3: 62,934 shares 62,934 $2.41M 0.04% -301 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,825 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 17,179 shares; 2025Q3: 52,173 shares 52,173 $2.41M 0.04% +34,994 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 5,424 shares; 2025Q1: 5,443 shares; 2025Q2: 5,475 shares; 2025Q3: 5,137 shares 5,137 $2.41M 0.04% -338 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 11,215 shares; 2025Q1: 11,218 shares; 2025Q2: 12,408 shares; 2025Q3: 14,017 shares 14,017 $2.38M 0.04% +1,609 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,908 shares; 2024Q4: 17,202 shares; 2025Q1: 17,293 shares; 2025Q2: 13,241 shares; 2025Q3: 14,102 shares 14,102 $2.36M 0.04% +861 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 11,715 shares; 2025Q1: 11,924 shares; 2025Q2: 17,713 shares; 2025Q3: 18,966 shares 18,966 $2.36M 0.04% +1,253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 2,313 shares; 2025Q1: 2,314 shares; 2025Q2: 3,807 shares; 2025Q3: 3,852 shares 3,852 $2.35M 0.04% +45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,510 shares; 2024Q4: 12,329 shares; 2025Q1: 12,329 shares; 2025Q2: 12,740 shares; 2025Q3: 30,440 shares 30,440 $2.33M 0.04% +17,700 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,833 shares; 2025Q1: 69,833 shares; 2025Q2: 68,245 shares; 2025Q3: 67,970 shares 67,970 $2.32M 0.04% -275 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 5,568 shares; 2025Q3: 27,206 shares 27,206 $2.32M 0.04% +21,638 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 87,682 shares 87,682 $2.3M 0.04% +85,358 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,886 shares; 2024Q4: 132,765 shares; 2025Q1: 132,765 shares; 2025Q2: 145,460 shares; 2025Q3: 153,560 shares 153,560 $2.3M 0.04% +8,100 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,379 shares; 2024Q4: 24,544 shares; 2025Q1: 24,549 shares; 2025Q2: 20,319 shares; 2025Q3: 20,819 shares 20,819 $2.3M 0.04% +500 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,109 shares; 2025Q3: 59,722 shares 59,722 $2.3M 0.04% +6,613 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 10,758 shares; 2025Q1: 10,758 shares; 2025Q2: 17,787 shares; 2025Q3: 23,351 shares 23,351 $2.28M 0.04% +5,564 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,901 shares; 2024Q4: 212,931 shares; 2025Q1: 212,931 shares; 2025Q2: 172,147 shares; 2025Q3: 162,721 shares 162,721 $2.28M 0.04% -9,426 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,064 shares; 2024Q4: 101,188 shares; 2025Q1: 101,188 shares; 2025Q2: 93,940 shares; 2025Q3: 125,228 shares 125,228 $2.27M 0.04% +31,288 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 24,658 shares; 2025Q3: 23,013 shares 23,013 $2.27M 0.04% -1,645 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 9,463 shares; 2025Q3: 90,727 shares 90,727 $2.27M 0.04% +81,264 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,480 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 84,934 shares; 2025Q3: 103,622 shares 103,622 $2.27M 0.04% +18,688 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,481 shares; 2025Q1: 5,481 shares; 2025Q2: 6,973 shares; 2025Q3: 23,372 shares 23,372 $2.26M 0.04% +16,399 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 50,685 shares; 2025Q1: 51,256 shares; 2025Q2: 44,656 shares; 2025Q3: 33,737 shares 33,737 $2.26M 0.04% -10,919 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 14,404 shares; 2025Q1: 14,438 shares; 2025Q2: 19,240 shares; 2025Q3: 20,334 shares 20,334 $2.26M 0.04% +1,094 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 9,387 shares; 2025Q3: 9,173 shares 9,173 $2.25M 0.04% -214 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,411 shares; 2024Q4: 12,790 shares; 2025Q1: 12,790 shares; 2025Q2: 15,979 shares; 2025Q3: 17,053 shares 17,053 $2.25M 0.04% +1,074 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 3,607 shares; 2025Q1: 3,607 shares; 2025Q2: 3,859 shares; 2025Q3: 4,629 shares 4,629 $2.25M 0.04% +770 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,729 shares; 2024Q4: 49,135 shares; 2025Q1: 49,135 shares; 2025Q2: 47,944 shares; 2025Q3: 49,773 shares 49,773 $2.24M 0.04% +1,829 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 16,799 shares; 2025Q1: 16,799 shares; 2025Q2: 19,012 shares; 2025Q3: 18,853 shares 18,853 $2.23M 0.04% -159 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,879 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 16,882 shares; 2025Q3: 17,551 shares 17,551 $2.22M 0.04% +669 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,309 shares; 2024Q4: 43,034 shares; 2025Q1: 43,034 shares; 2025Q2: 57,360 shares; 2025Q3: 62,057 shares 62,057 $2.22M 0.04% +4,697 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,935 shares; 2024Q4: 90,888 shares; 2025Q1: 90,888 shares; 2025Q2: 98,980 shares; 2025Q3: 93,504 shares 93,504 $2.22M 0.04% -5,476 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,581 shares; 2024Q4: 82,966 shares; 2025Q1: 82,966 shares; 2025Q2: 82,304 shares; 2025Q3: 87,807 shares 87,807 $2.21M 0.04% +5,503 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,467 shares; 2024Q4: 165,714 shares; 2025Q1: 165,714 shares; 2025Q2: 182,592 shares; 2025Q3: 183,706 shares 183,706 $2.2M 0.04% +1,114 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 5,219 shares; 2025Q3: 5,216 shares 5,216 $2.2M 0.04% -3 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 9,461 shares; 2025Q1: 9,521 shares; 2025Q2: 9,153 shares; 2025Q3: 9,582 shares 9,582 $2.2M 0.04% +429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 5,306 shares; 2025Q1: 5,326 shares; 2025Q2: 8,714 shares; 2025Q3: 9,959 shares 9,959 $2.2M 0.04% +1,245 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 4,329 shares; 2025Q1: 4,379 shares; 2025Q2: 5,349 shares; 2025Q3: 4,809 shares 4,809 $2.2M 0.04% -540 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,743 shares; 2025Q3: 33,832 shares 33,832 $2.2M 0.04% +25,089 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 19,501 shares; 2025Q1: 19,501 shares; 2025Q2: 21,127 shares; 2025Q3: 20,547 shares 20,547 $2.19M 0.04% -580 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,417 shares; 2024Q4: 27,710 shares; 2025Q1: 27,753 shares; 2025Q2: 25,208 shares; 2025Q3: 24,543 shares 24,543 $2.19M 0.04% -665 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,707 shares; 2024Q4: 29,848 shares; 2025Q1: 29,894 shares; 2025Q2: 32,511 shares; 2025Q3: 35,554 shares 35,554 $2.19M 0.04% +3,043 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,491 shares; 2024Q4: 38,543 shares; 2025Q1: 39,186 shares; 2025Q2: 41,690 shares; 2025Q3: 41,869 shares 41,869 $2.19M 0.04% +179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,307 shares; 2024Q4: 94,937 shares; 2025Q1: 95,000 shares; 2025Q2: 91,552 shares; 2025Q3: 83,057 shares 83,057 $2.19M 0.04% -8,495 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,041 shares; 2024Q4: 31,866 shares; 2025Q1: 31,866 shares; 2025Q2: 33,526 shares; 2025Q3: 34,469 shares 34,469 $2.18M 0.04% +943 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,673 shares; 2024Q4: 22,531 shares; 2025Q1: 22,531 shares; 2025Q2: 31,658 shares; 2025Q3: 32,520 shares 32,520 $2.18M 0.04% +862 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,467 shares; 2024Q4: 176,395 shares; 2025Q1: 176,395 shares; 2025Q2: 179,121 shares; 2025Q3: 180,533 shares 180,533 $2.17M 0.04% +1,412 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,267 shares; 2024Q4: 24,544 shares; 2025Q1: 24,619 shares; 2025Q2: 21,741 shares; 2025Q3: 22,869 shares 22,869 $2.17M 0.04% +1,128 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 7,801 shares; 2025Q1: 7,886 shares; 2025Q2: 11,973 shares; 2025Q3: 12,310 shares 12,310 $2.16M 0.04% +337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 10,170 shares; 2025Q1: 10,170 shares; 2025Q2: 11,255 shares; 2025Q3: 25,934 shares 25,934 $2.16M 0.04% +14,679 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,858 shares; 2024Q4: 51,899 shares; 2025Q1: 51,993 shares; 2025Q2: 41,780 shares; 2025Q3: 47,193 shares 47,193 $2.16M 0.04% +5,413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,353 shares; 2024Q4: 37,671 shares; 2025Q1: 38,140 shares; 2025Q2: 49,163 shares; 2025Q3: 50,487 shares 50,487 $2.14M 0.04% +1,324 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,433 shares; 2024Q4: 41,667 shares; 2025Q1: 41,667 shares; 2025Q2: 29,457 shares; 2025Q3: 20,998 shares 20,998 $2.11M 0.03% -8,459 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 19,747 shares; 2025Q3: 21,213 shares 21,213 $2.11M 0.03% +1,466 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,075 shares; 2024Q4: 42,247 shares; 2025Q1: 42,255 shares; 2025Q2: 23,700 shares; 2025Q3: 25,107 shares 25,107 $2.1M 0.03% +1,407 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 5,029 shares; 2025Q1: 5,029 shares; 2025Q2: 6,084 shares; 2025Q3: 6,780 shares 6,780 $2.09M 0.03% +696 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,957 shares; 2024Q4: 150,186 shares; 2025Q1: 150,186 shares; 2025Q2: 167,480 shares; 2025Q3: 176,150 shares 176,150 $2.08M 0.03% +8,670 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,095 shares; 2024Q4: 60,070 shares; 2025Q1: 60,070 shares; 2025Q2: 62,901 shares; 2025Q3: 44,946 shares 44,946 $2.08M 0.03% -17,955 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,242 shares; 2024Q4: 15,768 shares; 2025Q1: 15,768 shares; 2025Q2: 15,198 shares; 2025Q3: 14,822 shares 14,822 $2.07M 0.03% -376 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 21,237 shares; 2025Q1: 21,237 shares; 2025Q2: 31,340 shares; 2025Q3: 31,894 shares 31,894 $2.07M 0.03% +554 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,749 shares; 2025Q3: 11,950 shares 11,950 $2.06M 0.03% +201 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,596 shares; 2024Q4: 44,800 shares; 2025Q1: 44,933 shares; 2025Q2: 44,382 shares; 2025Q3: 45,549 shares 45,549 $2.05M 0.03% +1,167 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,730 shares; 2024Q4: 21,944 shares; 2025Q1: 22,696 shares; 2025Q2: 23,139 shares; 2025Q3: 21,981 shares 21,981 $2.05M 0.03% -1,158 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,746 shares; 2025Q1: 15,886 shares; 2025Q2: 38,451 shares; 2025Q3: 41,726 shares 41,726 $2.05M 0.03% +3,275 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,061 shares; 2024Q4: 26,730 shares; 2025Q1: 26,730 shares; 2025Q2: 39,624 shares; 2025Q3: 38,424 shares 38,424 $2.04M 0.03% -1,200 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,037 shares; 2024Q4: 80,454 shares; 2025Q1: 80,454 shares; 2025Q2: 105,886 shares; 2025Q3: 105,880 shares 105,880 $2.04M 0.03% -6 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,073 shares; 2024Q4: 87,879 shares; 2025Q1: 87,879 shares; 2025Q2: 68,575 shares; 2025Q3: 88,154 shares 88,154 $2.04M 0.03% +19,579 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 4,009 shares; 2025Q3: 4,079 shares 4,079 $2.03M 0.03% +70 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,439 shares 71,439 $2.03M 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,402 shares; 2024Q4: 28,856 shares; 2025Q1: 29,679 shares; 2025Q2: 25,602 shares; 2025Q3: 22,399 shares 22,399 $2.03M 0.03% -3,203 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 13,308 shares; 2025Q1: 13,376 shares; 2025Q2: 11,174 shares; 2025Q3: 12,851 shares 12,851 $2.02M 0.03% +1,677 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 15,717 shares; 2025Q1: 15,717 shares; 2025Q2: 6,069 shares; 2025Q3: 8,305 shares 8,305 $2.01M 0.03% +2,236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 8,962 shares; 2025Q3: 9,142 shares 9,142 $2.01M 0.03% +180 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,879 shares; 2024Q4: 11,090 shares; 2025Q1: 11,126 shares; 2025Q2: 10,148 shares; 2025Q3: 10,422 shares 10,422 $2M 0.03% +274 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 17,202 shares; 2025Q1: 17,328 shares; 2025Q2: 24,661 shares; 2025Q3: 24,712 shares 24,712 $1.99M 0.03% +51 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,749 shares; 2025Q3: 3,652 shares 3,652 $1.98M 0.03% -97 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 25,508 shares; 2025Q3: 26,660 shares 26,660 $1.98M 0.03% +1,152 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,486 shares; 2024Q4: 31,066 shares; 2025Q1: 31,066 shares; 2025Q2: 44,569 shares; 2025Q3: 47,502 shares 47,502 $1.98M 0.03% +2,933 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 14,318 shares; 2025Q1: 14,644 shares; 2025Q2: 19,881 shares; 2025Q3: 26,796 shares 26,796 $1.97M 0.03% +6,915 Timeline XRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,155 shares; 2024Q4: 95,432 shares; 2025Q1: 95,432 shares; 2025Q2: 103,890 shares; 2025Q3: 110,836 shares 110,836 $1.96M 0.03% +6,946 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,750 shares; 2025Q1: 4,935 shares; 2025Q2: 10,264 shares; 2025Q3: 10,843 shares 10,843 $1.93M 0.03% +579 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,050 shares; 2024Q4: 450,267 shares; 2025Q1: 450,267 shares; 2025Q2: 519,162 shares; 2025Q3: 556,704 shares 556,704 $1.93M 0.03% +37,542 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 7,552 shares; 2025Q1: 7,552 shares; 2025Q2: 8,456 shares; 2025Q3: 8,144 shares 8,144 $1.92M 0.03% -312 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 6,189 shares; 2025Q1: 6,189 shares; 2025Q2: 7,965 shares; 2025Q3: 8,149 shares 8,149 $1.91M 0.03% +184 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,233 shares; 2024Q4: 73,471 shares; 2025Q1: 73,460 shares; 2025Q2: 27,539 shares; 2025Q3: 16,731 shares 16,731 $1.91M 0.03% -10,808 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,404 shares; 2024Q4: 56,448 shares; 2025Q1: 56,448 shares; 2025Q2: 59,360 shares; 2025Q3: 69,299 shares 69,299 $1.88M 0.03% +9,939 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,640 shares; 2024Q4: 50,432 shares; 2025Q1: 50,432 shares; 2025Q2: 48,958 shares; 2025Q3: 49,669 shares 49,669 $1.87M 0.03% +711 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,873 shares; 2024Q4: 41,297 shares; 2025Q1: 41,297 shares; 2025Q2: 41,176 shares; 2025Q3: 31,110 shares 31,110 $1.86M 0.03% -10,066 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,462 shares; 2024Q4: 79,201 shares; 2025Q1: 79,201 shares; 2025Q2: 77,898 shares; 2025Q3: 70,611 shares 70,611 $1.83M 0.03% -7,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 22,137 shares; 2025Q1: 22,137 shares; 2025Q2: 24,497 shares; 2025Q3: 24,787 shares 24,787 $1.82M 0.03% +290 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,939 shares; 2024Q4: 53,811 shares; 2025Q1: 53,811 shares; 2025Q2: 54,888 shares; 2025Q3: 54,673 shares 54,673 $1.82M 0.03% -215 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 43,387 shares; 2025Q3: 47,107 shares 47,107 $1.81M 0.03% +3,720 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,787 shares; 2024Q4: 34,020 shares; 2025Q1: 34,091 shares; 2025Q2: 36,922 shares; 2025Q3: 32,619 shares 32,619 $1.81M 0.03% -4,303 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,511 shares; 2024Q4: 43,946 shares; 2025Q1: 43,946 shares; 2025Q2: 53,075 shares; 2025Q3: 65,409 shares 65,409 $1.81M 0.03% +12,334 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 16,702 shares; 2025Q1: 16,702 shares; 2025Q2: 12,786 shares; 2025Q3: 12,720 shares 12,720 $1.81M 0.03% -66 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 5,289 shares; 2025Q1: 5,292 shares; 2025Q2: 6,008 shares; 2025Q3: 6,271 shares 6,271 $1.81M 0.03% +263 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,525 shares; 2024Q4: 47,151 shares; 2025Q1: 47,155 shares; 2025Q2: 65,229 shares; 2025Q3: 41,573 shares 41,573 $1.79M 0.03% -23,656 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 77,766 shares; 2025Q3: 76,840 shares 76,840 $1.79M 0.03% -926 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,746 shares; 2024Q4: 13,717 shares; 2025Q1: 13,717 shares; 2025Q2: 13,795 shares; 2025Q3: 12,741 shares 12,741 $1.78M 0.03% -1,054 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,359 shares; 2024Q4: 32,693 shares; 2025Q1: 32,693 shares; 2025Q2: 27,118 shares; 2025Q3: 28,689 shares 28,689 $1.75M 0.03% +1,571 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,762 shares; 2024Q4: 110,639 shares; 2025Q1: 110,639 shares; 2025Q2: 117,865 shares; 2025Q3: 95,841 shares 95,841 $1.75M 0.03% -22,024 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 5,324 shares; 2025Q1: 5,324 shares; 2025Q2: 6,138 shares; 2025Q3: 6,047 shares 6,047 $1.74M 0.03% -91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 25,681 shares; 2025Q1: 25,681 shares; 2025Q2: 28,571 shares; 2025Q3: 28,642 shares 28,642 $1.73M 0.03% +71 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 24,564 shares; 2025Q1: 24,588 shares; 2025Q2: 26,735 shares; 2025Q3: 28,366 shares 28,366 $1.72M 0.03% +1,631 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,294 shares; 2024Q4: 12,306 shares; 2025Q1: 12,306 shares; 2025Q2: 13,576 shares; 2025Q3: 14,079 shares 14,079 $1.72M 0.03% +503 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 3,028 shares; 2025Q3: 3,454 shares 3,454 $1.7M 0.03% +426 Timeline JSMD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,720 shares; 2025Q3: 20,360 shares 20,360 $1.7M 0.03% +640 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 3,015 shares; 2025Q3: 2,999 shares 2,999 $1.7M 0.03% -16 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 20,007 shares; 2025Q3: 20,929 shares 20,929 $1.68M 0.03% +922 Timeline