QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,015 shares; 2024Q4: 63,514 shares; 2025Q1: 65,089 shares; 2025Q2: 623 shares; 2025Q3: 79,981 shares; 2025Q4: 89,688 shares; 2026Q1: 83,261 shares 83,261 $48.1M 11.51% -6,427 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; 2024Q2: restricted; 2024Q3: 499,850 shares; 2024Q4: 510,805 shares; 2025Q1: 520,736 shares; 2025Q2: 583,010 shares; 2025Q3: 589,242 shares; 2025Q4: 604,159 shares; 2026Q1: 624,896 shares 624,896 $47.8M 11.46% +20,737 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,591 shares; 2024Q4: 337,379 shares; 2025Q1: 390,008 shares; 2025Q2: not reported; 2025Q3: 468,632 shares; 2025Q4: 496,715 shares; 2026Q1: 524,994 shares 524,994 $29.1M 6.98% +28,279 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,420 shares; 2024Q4: 281,859 shares; 2025Q1: 332,223 shares; 2025Q2: not reported; 2025Q3: 411,689 shares; 2025Q4: 430,836 shares; 2026Q1: 507,545 shares 507,545 $24.7M 5.92% +76,709 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,557 shares; 2024Q4: 247,678 shares; 2025Q1: 256,859 shares; 2025Q2: 283,443 shares; 2025Q3: 282,396 shares; 2025Q4: 271,843 shares; 2026Q1: 278,817 shares 278,817 $17.4M 4.18% +6,974 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,957 shares; 2024Q4: 181,065 shares; 2025Q1: 183,878 shares; 2025Q2: 207,343 shares; 2025Q3: 218,325 shares; 2025Q4: 219,296 shares; 2026Q1: 233,762 shares 233,762 $16.4M 3.93% +14,466 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; 2024Q2: restricted; 2024Q3: 386,244 shares; 2024Q4: 409,275 shares; 2025Q1: 408,616 shares; 2025Q2: not reported; 2025Q3: 536,667 shares; 2025Q4: 558,502 shares; 2026Q1: 481,155 shares 481,155 $16.2M 3.89% -77,347 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,247 shares; 2024Q4: 185,071 shares; 2025Q1: 191,919 shares; 2025Q2: 193,557 shares; 2025Q3: 197,245 shares; 2025Q4: 185,953 shares; 2026Q1: 204,562 shares 204,562 $12.1M 2.9% +18,609 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; 2024Q2: restricted; 2024Q3: 183,520 shares; 2024Q4: 197,075 shares; 2025Q1: 208,535 shares; 2025Q2: not reported; 2025Q3: 243,505 shares; 2025Q4: 250,663 shares; 2026Q1: 258,753 shares 258,753 $10.2M 2.44% +8,090 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,576 shares; 2024Q4: 32,420 shares; 2025Q1: 31,983 shares; 2025Q2: not reported; 2025Q3: 43,238 shares; 2025Q4: 47,224 shares; 2026Q1: 103,775 shares 103,775 $9.51M 2.28% +56,551 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; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 399 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319,821 shares 319,821 $9.18M 2.2% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,032 shares; 2025Q3: 143,294 shares; 2025Q4: 134,848 shares; 2026Q1: 150,561 shares 150,561 $8.63M 2.07% +15,713 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,413 shares; 2024Q4: 51,358 shares; 2025Q1: 48,758 shares; 2025Q2: not reported; 2025Q3: 48,708 shares; 2025Q4: 312,794 shares; 2026Q1: 341,869 shares 341,869 $7.83M 1.88% +29,075 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,933 shares; 2024Q4: 30,643 shares; 2025Q1: 28,259 shares; 2025Q2: 33,367 shares; 2025Q3: 35,216 shares; 2025Q4: 29,572 shares; 2026Q1: 30,565 shares 30,565 $7.76M 1.86% +993 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,963 shares; 2024Q4: 179,357 shares; 2025Q1: 177,421 shares; 2025Q2: not reported; 2025Q3: 174,352 shares; 2025Q4: 170,541 shares; 2026Q1: 164,120 shares 164,120 $7.36M 1.76% -6,421 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,285 shares; 2024Q4: 63,778 shares; 2025Q1: 58,966 shares; 2025Q2: 63,860 shares; 2025Q3: 70,874 shares; 2025Q4: 63,842 shares; 2026Q1: 71,505 shares 71,505 $7M 1.68% +7,663 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; 2024Q2: restricted; 2024Q3: 214,725 shares; 2024Q4: 217,448 shares; 2025Q1: 254,234 shares; 2025Q2: not reported; 2025Q3: 285,922 shares; 2025Q4: 291,119 shares; 2026Q1: 283,605 shares 283,605 $5.34M 1.28% -7,514 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,184 shares; 2025Q4: 68,777 shares; 2026Q1: 103,342 shares 103,342 $5.14M 1.23% +34,565 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 3,235 shares; 2025Q1: 3,572 shares; 2025Q2: 4,754 shares; 2025Q3: 5,310 shares; 2025Q4: 5,524 shares; 2026Q1: 5,135 shares 5,135 $4.72M 1.13% -389 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,241 shares; 2024Q4: 45,654 shares; 2025Q1: 46,507 shares; 2025Q2: not reported; 2025Q3: 51,165 shares; 2025Q4: 49,183 shares; 2026Q1: 45,416 shares 45,416 $4.69M 1.12% -3,767 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,265 shares; 2024Q4: 45,120 shares; 2025Q1: 40,501 shares; 2025Q2: 84,532 shares; 2025Q3: 44,177 shares; 2025Q4: 44,599 shares; 2026Q1: 44,369 shares 44,369 $4.29M 1.03% -230 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,565 shares; 2024Q4: 262,219 shares; 2025Q1: 250,245 shares; 2025Q2: 226,929 shares; 2025Q3: 213,243 shares; 2025Q4: 212,935 shares; 2026Q1: 212,710 shares 212,710 $4.11M 0.98% -225 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,508 shares; 2024Q4: 32,176 shares; 2025Q1: 17,953 shares; 2025Q2: 18,249 shares; 2025Q3: 15,355 shares; 2025Q4: 20,883 shares; 2026Q1: 20,629 shares 20,629 $3.6M 0.86% -254 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,549 shares; 2024Q4: 109,742 shares; 2025Q1: 109,165 shares; 2025Q2: 116,577 shares; 2025Q3: 116,581 shares; 2025Q4: 107,033 shares; 2026Q1: 86,088 shares 86,088 $3.51M 0.84% -20,945 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; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 18,043 shares; 2025Q1: 19,796 shares; 2025Q2: not reported; 2025Q3: 21,001 shares; 2025Q4: 20,642 shares; 2026Q1: 23,416 shares 23,416 $3.4M 0.81% +2,774 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,974 shares; 2024Q4: 51,074 shares; 2025Q1: 56,874 shares; 2025Q2: not reported; 2025Q3: 103,274 shares; 2025Q4: 131,848 shares; 2026Q1: 131,848 shares 131,848 $3.38M 0.81% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,569 shares; 2024Q4: 54,224 shares; 2025Q1: 51,985 shares; 2025Q2: 52,916 shares; 2025Q3: 54,714 shares; 2025Q4: 44,641 shares; 2026Q1: 55,625 shares 55,625 $3.15M 0.75% +10,984 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,939 shares; 2024Q4: 17,504 shares; 2025Q1: 30,898 shares; 2025Q2: not reported; 2025Q3: 51,803 shares; 2025Q4: 54,166 shares; 2026Q1: 61,947 shares 61,947 $2.87M 0.69% +7,781 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,396 shares; 2025Q1: 6,396 shares; 2025Q2: 6,396 shares; 2025Q3: 6,326 shares; 2025Q4: 5,076 shares; 2026Q1: 6,326 shares 6,326 $2.46M 0.59% +1,250 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,219 shares; 2025Q1: 679 shares; 2025Q2: 3,227 shares; 2025Q3: 7,413 shares; 2025Q4: 11,032 shares; 2026Q1: 24,359 shares 24,359 $2.42M 0.58% +13,327 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 6,271 shares; 2025Q1: 5,308 shares; 2025Q2: 10,798 shares; 2025Q3: 5,526 shares; 2025Q4: 6,349 shares; 2026Q1: 6,517 shares 6,517 $2.41M 0.58% +168 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,846 shares; 2026Q1: 91,110 shares 91,110 $2.32M 0.56% -40,736 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,536 shares; 2024Q4: 10,321 shares; 2025Q1: 8,408 shares; 2025Q2: 10,629 shares; 2025Q3: 6,654 shares; 2025Q4: 7,019 shares; 2026Q1: 7,299 shares 7,299 $2.1M 0.5% +280 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,236 shares; 2024Q4: 18,239 shares; 2025Q1: 6,269 shares; 2025Q2: 7,516 shares; 2025Q3: 8,926 shares; 2025Q4: 9,422 shares; 2026Q1: 9,887 shares 9,887 $2.06M 0.49% +465 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,100 shares; 2026Q1: 79,100 shares 79,100 $2.02M 0.48% -30,000 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,324 shares; 2025Q1: 3,295 shares; 2025Q2: 3,149 shares; 2025Q3: 3,134 shares; 2025Q4: 3,207 shares; 2026Q1: 3,025 shares 3,025 $1.98M 0.47% -182 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,435 shares 33,435 $1.93M 0.46% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,017 shares; 2024Q4: 14,384 shares; 2025Q1: 12,144 shares; 2025Q2: 21,932 shares; 2025Q3: 11,869 shares; 2025Q4: 11,492 shares; 2026Q1: 11,372 shares 11,372 $1.65M 0.39% -120 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,470 shares 97,470 $1.63M 0.39% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 6,263 shares; 2025Q1: 4,950 shares; 2025Q2: 5,127 shares; 2025Q3: 5,127 shares; 2025Q4: 13,068 shares; 2026Q1: 13,051 shares 13,051 $1.62M 0.39% -17 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 42,367 shares; 2025Q1: 52,387 shares; 2025Q2: not reported; 2025Q3: 55,994 shares; 2025Q4: 59,701 shares; 2026Q1: 57,737 shares 57,737 $1.61M 0.39% -1,964 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,981 shares; 2024Q4: 27,869 shares; 2025Q1: 30,273 shares; 2025Q2: 28,388 shares; 2025Q3: 27,495 shares; 2025Q4: 23,698 shares; 2026Q1: 28,994 shares 28,994 $1.43M 0.34% +5,296 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,284 shares; 2024Q4: 10,084 shares; 2025Q1: 10,361 shares; 2025Q2: 13,190 shares; 2025Q3: 13,190 shares; 2025Q4: 13,681 shares; 2026Q1: 15,069 shares 15,069 $1.36M 0.33% +1,388 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,946 shares; 2024Q4: 13,155 shares; 2025Q1: 9,385 shares; 2025Q2: 8,775 shares; 2025Q3: 8,752 shares; 2025Q4: 8,343 shares; 2026Q1: 6,503 shares 6,503 $1.35M 0.32% -1,840 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 8,187 shares; 2025Q1: 12,157 shares; 2025Q2: not reported; 2025Q3: 28,789 shares; 2025Q4: 29,671 shares; 2026Q1: 34,222 shares 34,222 $1.34M 0.32% +4,551 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,410 shares; 2025Q1: 2,939 shares; 2025Q2: 4,145 shares; 2025Q3: 4,160 shares; 2025Q4: 3,961 shares; 2026Q1: 4,296 shares 4,296 $1.34M 0.32% +335 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,791 shares; 2024Q4: 16,145 shares; 2025Q1: 18,180 shares; 2025Q2: 21,321 shares; 2025Q3: 22,545 shares; 2025Q4: 22,747 shares; 2026Q1: 26,499 shares 26,499 $1.33M 0.32% +3,752 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,560 shares; 2025Q1: 4,291 shares; 2025Q2: 4,084 shares; 2025Q3: 3,804 shares; 2025Q4: 3,971 shares; 2026Q1: 4,451 shares 4,451 $1.31M 0.31% +480 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 6,959 shares; 2025Q1: 2,772 shares; 2025Q2: 3,120 shares; 2025Q3: 3,602 shares; 2025Q4: 3,569 shares; 2026Q1: 3,461 shares 3,461 $1.29M 0.31% -108 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,935 shares; 2025Q1: 2,305 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 2,605 shares; 2026Q1: 2,250 shares 2,250 $1.27M 0.3% -355 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,734 shares; 2025Q3: 5,734 shares; 2025Q4: 5,734 shares; 2026Q1: 5,734 shares 5,734 $1.23M 0.29% 0 Timeline US TREASURY MONEY INVESTOR US TREASURY MONEY INVESTOR More: the full row for US TREASURY MONEY INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218,656 shares 1,218,656 $1.22M 0.29% new CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,473 shares; 2025Q1: 1,880 shares; 2025Q2: 1,653 shares; 2025Q3: 1,698 shares; 2025Q4: 1,578 shares; 2026Q1: 1,685 shares 1,685 $1.19M 0.29% +107 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,347 shares 14,347 $1.15M 0.28% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 872 shares; 2025Q1: 925 shares; 2025Q2: 920 shares; 2025Q3: 1,252 shares; 2025Q4: 5,754 shares; 2026Q1: 7,706 shares 7,706 $1.13M 0.27% +1,952 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,526 shares; 2024Q4: 18,526 shares; 2025Q1: 18,526 shares; 2025Q2: 18,941 shares; 2025Q3: 23,801 shares; 2025Q4: 45,226 shares; 2026Q1: 46,601 shares 46,601 $1.13M 0.27% +1,375 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,306 shares; 2024Q4: 33,306 shares; 2025Q1: 33,503 shares; 2025Q2: not reported; 2025Q3: 45,567 shares; 2025Q4: 49,000 shares; 2026Q1: 65,843 shares 65,843 $1.13M 0.27% +16,843 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; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,976 shares; 2025Q1: 3,504 shares; 2025Q2: not reported; 2025Q3: 5,131 shares; 2025Q4: 8,462 shares; 2026Q1: 9,772 shares 9,772 $1.13M 0.27% +1,310 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,180 shares; 2025Q1: 1,398 shares; 2025Q2: 1,365 shares; 2025Q3: 1,370 shares; 2025Q4: 1,675 shares; 2026Q1: 1,875 shares 1,875 $1.07M 0.26% +200 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 9,777 shares; 2025Q1: 10,506 shares; 2025Q2: 10,489 shares; 2025Q3: 11,020 shares; 2025Q4: 10,676 shares; 2026Q1: 10,773 shares 10,773 $1.04M 0.25% +97 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,869 shares; 2025Q1: 9,319 shares; 2025Q2: 13,006 shares; 2025Q3: 13,006 shares; 2025Q4: 13,738 shares; 2026Q1: 24,219 shares 24,219 $1.03M 0.25% +10,481 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 6,947 shares; 2025Q1: 6,475 shares; 2025Q2: 6,632 shares; 2025Q3: 6,359 shares; 2025Q4: 6,129 shares; 2026Q1: 5,977 shares 5,977 $1.01M 0.24% -152 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,433 shares; 2024Q4: 11,635 shares; 2025Q1: 11,460 shares; 2025Q2: 10,756 shares; 2025Q3: 10,575 shares; 2025Q4: 14,959 shares; 2026Q1: 21,573 shares 21,573 $990K 0.24% +6,614 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,674 shares; 2024Q4: 53,956 shares; 2025Q1: 55,808 shares; 2025Q2: 316,243 shares; 2025Q3: 333,936 shares; 2025Q4: 355,489 shares; 2026Q1: 34,161 shares 34,161 $979K 0.23% -321,328 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,622 shares; 2024Q4: 7,503 shares; 2025Q1: 8,909 shares; 2025Q2: not reported; 2025Q3: 4,529 shares; 2025Q4: 11,174 shares; 2026Q1: 12,298 shares 12,298 $885K 0.21% +1,124 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 23,794 shares; 2025Q1: 16,585 shares; 2025Q2: 13,960 shares; 2025Q3: 13,385 shares; 2025Q4: 12,960 shares; 2026Q1: 12,895 shares 12,895 $871K 0.21% -65 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 8,251 shares; 2025Q1: 8,760 shares; 2025Q2: 8,851 shares; 2025Q3: 7,346 shares; 2025Q4: 4,254 shares; 2026Q1: 4,254 shares 4,254 $865K 0.21% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,835 shares; 2025Q1: 4,102 shares; 2025Q2: 3,872 shares; 2025Q3: 3,788 shares; 2025Q4: 3,772 shares; 2026Q1: 3,718 shares 3,718 $809K 0.19% -54 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,882 shares; 2025Q4: 16,103 shares; 2026Q1: 19,341 shares 19,341 $776K 0.19% +3,238 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,740 shares; 2025Q1: 14,040 shares; 2025Q2: not reported; 2025Q3: 27,740 shares; 2025Q4: 34,590 shares; 2026Q1: 34,590 shares 34,590 $776K 0.19% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 5,224 shares; 2025Q1: 5,118 shares; 2025Q2: not reported; 2025Q3: 5,138 shares; 2025Q4: 5,388 shares; 2026Q1: 3,131 shares 3,131 $744K 0.18% -2,257 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,114 shares; 2024Q4: 18,339 shares; 2025Q1: 22,255 shares; 2025Q2: 32,851 shares; 2025Q3: 33,172 shares; 2025Q4: 35,132 shares; 2026Q1: 43,900 shares 43,900 $710K 0.17% +8,768 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,752 shares; 2025Q1: 2,723 shares; 2025Q2: 2,459 shares; 2025Q3: 2,159 shares; 2025Q4: 6,355 shares; 2026Q1: 2,146 shares 2,146 $705K 0.17% -4,209 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,223 shares; 2025Q1: 1,807 shares; 2025Q2: 1,654 shares; 2025Q3: 1,620 shares; 2025Q4: 2,000 shares; 2026Q1: 2,142 shares 2,142 $704K 0.17% +142 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,527 shares; 2025Q1: 1,412 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $666K 0.16% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,632 shares; 2024Q4: 19,932 shares; 2025Q1: 19,332 shares; 2025Q2: 17,504 shares; 2025Q3: 17,204 shares; 2025Q4: 17,204 shares; 2026Q1: 17,204 shares 17,204 $651K 0.16% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 6,352 shares; 2025Q1: 6,568 shares; 2025Q2: 6,088 shares; 2025Q3: 6,088 shares; 2025Q4: 5,095 shares; 2026Q1: 5,320 shares 5,320 $645K 0.15% +225 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 795 shares; 2025Q1: 4,633 shares; 2025Q2: not reported; 2025Q3: 4,634 shares; 2025Q4: 4,344 shares; 2026Q1: 4,225 shares 4,225 $618K 0.15% -119 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 5,758 shares; 2025Q1: 5,912 shares; 2025Q2: 5,140 shares; 2025Q3: 5,141 shares; 2025Q4: 10,234 shares; 2026Q1: 9,911 shares 9,911 $607K 0.15% -323 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,800 shares; 2026Q1: 23,800 shares 23,800 $603K 0.14% -27,000 Timeline ATLCP ATLANTICUS HLDGS CORP PERP PFD More: the full row for ATLANTICUS HLDGS CORP PERP PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,455 shares; 2025Q3: 22,236 shares; 2025Q4: not reported; 2026Q1: 26,408 shares 26,408 $577K 0.14% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,201 shares; 2025Q1: 9,210 shares; 2025Q2: 9,220 shares; 2025Q3: 9,031 shares; 2025Q4: 8,892 shares; 2026Q1: 8,801 shares 8,801 $572K 0.14% -91 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,558 shares; 2025Q2: not reported; 2025Q3: 5,935 shares; 2025Q4: not reported; 2026Q1: 12,808 shares 12,808 $557K 0.13% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,282 shares; 2024Q4: 6,369 shares; 2025Q1: 6,060 shares; 2025Q2: 12,290 shares; 2025Q3: 12,470 shares; 2025Q4: 12,652 shares; 2026Q1: 12,826 shares 12,826 $539K 0.13% +174 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,404 shares; 2025Q1: 1,503 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 2,495 shares 2,495 $527K 0.13% +1,261 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,974 shares; 2025Q1: 1,913 shares; 2025Q2: 1,906 shares; 2025Q3: 2,173 shares; 2025Q4: 2,171 shares; 2026Q1: 2,159 shares 2,159 $523K 0.13% -12 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,788 shares; 2025Q1: 2,326 shares; 2025Q2: 4,514 shares; 2025Q3: 2,258 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares 2,122 $519K 0.12% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,065 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 7,675 shares; 2025Q4: 7,556 shares; 2026Q1: 7,556 shares 7,556 $508K 0.12% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 6,021 shares; 2025Q1: 5,399 shares; 2025Q2: 5,249 shares; 2025Q3: 5,249 shares; 2025Q4: 5,214 shares; 2026Q1: 5,214 shares 5,214 $503K 0.12% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,227 shares; 2025Q1: 1,633 shares; 2025Q2: 1,644 shares; 2025Q3: 1,683 shares; 2025Q4: 1,733 shares; 2026Q1: 1,743 shares 1,743 $500K 0.12% +10 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 3,282 shares; 2025Q1: 3,333 shares; 2025Q2: 2,625 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares; 2026Q1: 4,174 shares 4,174 $472K 0.11% +1,813 Timeline JSM NAVIENT CORP More: the full row for NAVIENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,262 shares; 2025Q3: 20,822 shares; 2025Q4: not reported; 2026Q1: 26,026 shares 26,026 $469K 0.11% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 409 shares; 2025Q1: 63 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,356 shares; 2026Q1: 4,806 shares 4,806 $462K 0.11% +1,450 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,967 shares; 2024Q4: 18,107 shares; 2025Q1: 4,780 shares; 2025Q2: 3,639 shares; 2025Q3: 3,402 shares; 2025Q4: 3,452 shares; 2026Q1: 4,052 shares 4,052 $460K 0.11% +600 Timeline PITNEY BOWES INC 6.70% NTS … PITNEY BOWES INC 6.70% NTS DUE More: the full row for PITNEY BOWES INC 6.70% NTS DUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,906 shares; 2025Q3: 16,829 shares; 2025Q4: not reported; 2026Q1: 23,620 shares 23,620 $454K 0.11% new LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,802 shares 22,802 $446K 0.11% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,712 shares; 2025Q1: 5,060 shares; 2025Q2: 4,968 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares; 2026Q1: 5,121 shares 5,121 $443K 0.11% +95 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 3,553 shares; 2025Q1: 2,941 shares; 2025Q2: 2,910 shares; 2025Q3: 2,110 shares; 2025Q4: 1,510 shares; 2026Q1: 1,300 shares 1,300 $439K 0.11% -210 Timeline SERITAGE GROWTH PPTYS SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,247 shares; 2025Q3: 17,578 shares; 2025Q4: not reported; 2026Q1: 18,596 shares 18,596 $433K 0.1% new IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 4,909 shares; 2025Q1: 4,033 shares; 2025Q2: 3,696 shares; 2025Q3: 3,446 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares 3,355 $417K 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,711 shares; 2025Q1: 2,029 shares; 2025Q2: 1,795 shares; 2025Q3: 1,775 shares; 2025Q4: 1,540 shares; 2026Q1: 1,700 shares 1,700 $413K 0.1% +160 Timeline TRITON INTL LTD PERP PREF S… TRITON INTL LTD PERP PREF SHAR More: the full row for TRITON INTL LTD PERP PREF SHAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,995 shares; 2025Q3: 13,367 shares; 2025Q4: not reported; 2026Q1: 18,379 shares 18,379 $413K 0.1% new PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 27,823 shares; 2025Q1: 22,964 shares; 2025Q2: 21,205 shares; 2025Q3: 21,305 shares; 2025Q4: 13,805 shares; 2026Q1: 14,205 shares 14,205 $399K 0.1% +400 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,872 shares 8,872 $392K 0.09% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 557 shares; 2025Q1: 482 shares; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 1,128 shares; 2026Q1: 1,428 shares 1,428 $386K 0.09% +300 Timeline ACRES COML RLTY CORP ACRES COML RLTY CORP More: the full row for ACRES COML RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,268 shares; 2025Q3: 13,825 shares; 2025Q4: not reported; 2026Q1: 17,716 shares 17,716 $384K 0.09% new ARMOUR RESIDENTIAL REIT INC ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,283 shares; 2025Q3: 13,163 shares; 2025Q4: not reported; 2026Q1: 18,765 shares 18,765 $380K 0.09% new VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,250 shares; 2025Q1: 15,250 shares; 2025Q2: 30,500 shares; 2025Q3: 15,250 shares; 2025Q4: 30,500 shares; 2026Q1: 30,500 shares 30,500 $375K 0.09% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 716 shares; 2025Q1: 573 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 558 shares 558 $363K 0.09% +40 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; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 10,923 shares; 2025Q1: 10,923 shares; 2025Q2: 8,410 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares; 2026Q1: 7,700 shares 7,700 $362K 0.09% -710 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 1,702 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,542 shares; 2026Q1: 1,492 shares 1,492 $353K 0.08% -50 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,258 shares; 2025Q1: 6,437 shares; 2025Q2: 7,019 shares; 2025Q3: 7,469 shares; 2025Q4: 5,965 shares; 2026Q1: 6,525 shares 6,525 $352K 0.08% +560 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,236 shares; 2025Q1: 9,270 shares; 2025Q2: 11,113 shares; 2025Q3: 9,288 shares; 2025Q4: not reported; 2026Q1: 15,006 shares 15,006 $348K 0.08% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: 1,145 shares; 2025Q1: 1,549 shares; 2025Q2: 1,994 shares; 2025Q3: 1,972 shares; 2025Q4: not reported; 2026Q1: 1,774 shares 1,774 $348K 0.08% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 6,915 shares; 2025Q1: 5,971 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 5,893 shares; 2026Q1: 5,893 shares 5,893 $342K 0.08% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 5,013 shares; 2025Q1: 2,901 shares; 2025Q2: 2,483 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares 2,583 $338K 0.08% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 536 shares; 2025Q1: 473 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 482 shares 482 $291K 0.07% +12 Timeline SWVXX SCHWA PRIME ADV MONEY FD-INV More: the full row for SCHWA PRIME ADV MONEY FD-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675,193 shares; 2025Q3: 688,185 shares; 2025Q4: not reported; 2026Q1: 276,901 shares 276,901 $277K 0.07% new Timeline CHIMERA INVT CORP PFD SER A CHIMERA INVT CORP PFD SER A More: the full row for CHIMERA INVT CORP PFD SER A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,240 shares 13,240 $271K 0.06% new TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,215 shares; 2025Q1: 1,905 shares; 2025Q2: 2,400 shares; 2025Q3: 2,897 shares; 2025Q4: 2,922 shares; 2026Q1: 2,880 shares 2,880 $270K 0.06% -42 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 112 shares; 2025Q1: 221 shares; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 771 shares; 2026Q1: 814 shares 814 $265K 0.06% +43 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,016 shares; 2025Q1: 2,856 shares; 2025Q2: 2,957 shares; 2025Q3: 2,957 shares; 2025Q4: 2,957 shares; 2026Q1: 2,957 shares 2,957 $265K 0.06% 0 Timeline VIA RENEWA VIA RENEWA More: the full row for VIA RENEWA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,897 shares; 2025Q3: 13,595 shares; 2025Q4: not reported; 2026Q1: 10,078 shares 10,078 $259K 0.06% new GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,429 shares; 2025Q1: 3,600 shares; 2025Q2: not reported; 2025Q3: 5,850 shares; 2025Q4: 4,850 shares; 2026Q1: 6,850 shares 6,850 $255K 0.06% +2,000 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,825 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,921 shares 1,921 $254K 0.06% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,725 shares; 2025Q1: 4,695 shares; 2025Q2: 3,877 shares; 2025Q3: 3,477 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares 2,777 $251K 0.06% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 4,880 shares; 2025Q1: 3,536 shares; 2025Q2: 6,542 shares; 2025Q3: 3,222 shares; 2025Q4: 3,230 shares; 2026Q1: 3,231 shares 3,231 $251K 0.06% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,201 shares; 2025Q1: 1,761 shares; 2025Q2: 1,531 shares; 2025Q3: 1,581 shares; 2025Q4: 1,727 shares; 2026Q1: 1,727 shares 1,727 $249K 0.06% 0 Timeline FPRD FORD MTR CO DEL NT 06.500% 08/ More: the full row for FORD MTR CO DEL NT 06.500% 08/ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,859 shares 11,859 $249K 0.06% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,988 shares 4,988 $249K 0.06% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,532 shares; 2024Q4: 168,848 shares; 2025Q1: 175,532 shares; 2025Q2: 5,477 shares; 2025Q3: 5,504 shares; 2025Q4: 5,515 shares; 2026Q1: 5,132 shares 5,132 $248K 0.06% -383 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 2,838 shares; 2025Q1: 2,838 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,985 shares; 2026Q1: 3,637 shares 3,637 $248K 0.06% -348 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,887 shares; 2025Q1: 3,778 shares; 2025Q2: 4,611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,353 shares 5,353 $247K 0.06% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 10,150 shares 10,150 $246K 0.06% +1,650 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,631 shares; 2025Q4: 4,256 shares; 2026Q1: 5,082 shares 5,082 $241K 0.06% +826 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 6,319 shares; 2025Q1: 6,269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,677 shares 4,677 $240K 0.06% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,302 shares; 2025Q1: 7,602 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602 $239K 0.06% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 693 shares; 2025Q4: 755 shares; 2026Q1: 768 shares 768 $238K 0.06% +13 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,477 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,321 shares 10,321 $236K 0.06% new Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: not reported; 2026Q1: 380 shares 380 $229K 0.05% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,990 shares 4,990 $229K 0.05% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 1,100 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 641 shares 641 $228K 0.05% -380 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares 4,879 $226K 0.05% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 2,057 shares; 2025Q1: 1,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares 2,357 $224K 0.05% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,486 shares 4,486 $221K 0.05% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,658 shares; 2025Q1: 1,396 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,818 shares 1,818 $219K 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,603 shares; 2025Q1: 2,212 shares; 2025Q2: 4,416 shares; 2025Q3: 2,208 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares 2,204 $212K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 894 shares; 2025Q1: 565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $210K 0.05% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,151 shares; 2025Q1: 1,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares 3,506 $204K 0.05% new Timeline PIMCO INCOME PIMCO INCOME More: the full row for PIMCO INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,203 shares; 2025Q3: 18,217 shares; 2025Q4: not reported; 2026Q1: 15,332 shares 15,332 $165K 0.04% new IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,510 shares; 2024Q4: 26,795 shares; 2025Q1: 21,837 shares; 2025Q2: 19,973 shares; 2025Q3: not reported; 2025Q4: 18,421 shares; 2026Q1: 18,356 shares 18,356 $139K 0.03% -65 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,116 shares; 2024Q4: 10,258 shares; 2025Q1: 19,427 shares; 2025Q2: 19,669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,861 shares 15,861 $120K 0.03% new Timeline Federated Strategic Value D… Federated Strategic Value Dividen… More: the full row for Federated Strategic Value Dividend Instl Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,630 shares 16,630 $115K 0.03% new NYLI MACKAY SHORT DURATION … NYLI MACKAY SHORT DURATION HIGH I… More: the full row for NYLI MACKAY SHORT DURATION HIGH INC CL I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,963 shares; 2025Q3: 11,139 shares; 2025Q4: not reported; 2026Q1: 11,485 shares 11,485 $107K 0.03% new BLACKROCK HIGH YIELD INSTL BLACKROCK HIGH YIELD INSTL More: the full row for BLACKROCK HIGH YIELD INSTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,690 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,250 shares 10,250 $72.5K 0.02% new SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 11,008 shares; 2025Q1: 16,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,274 shares; 2026Q1: 13,429 shares 13,429 $69.7K 0.02% +1,155 Timeline