IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174,323 shares; 2025Q1: 184,550 shares; 2025Q2: 376,570 shares; 2025Q3: 386,012 shares; 2025Q4: 396,436 shares; 2026Q1: 409,892 shares 409,892 $65.8M 10.63% +13,456 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,163 shares; 2025Q1: 31,323 shares; 2025Q2: 63,861 shares; 2025Q3: 65,152 shares; 2025Q4: 67,207 shares; 2026Q1: 69,268 shares 69,268 $40M 6.46% +2,061 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: not loaded; 2024Q4: 18,394 shares; 2025Q1: 46,136 shares; 2025Q2: 307,324 shares; 2025Q3: 415,745 shares; 2025Q4: 451,131 shares; 2026Q1: 469,712 shares 469,712 $36M 5.81% +18,581 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: not loaded; 2024Q4: 161,838 shares; 2025Q1: 169,743 shares; 2025Q2: 312,899 shares; 2025Q3: 298,125 shares; 2025Q4: 295,973 shares; 2026Q1: 302,917 shares 302,917 $29.3M 4.73% +6,944 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 137,156 shares; 2025Q1: 123,474 shares; 2025Q2: 246,356 shares; 2025Q3: 247,386 shares; 2025Q4: 251,328 shares; 2026Q1: 255,066 shares 255,066 $23.4M 3.78% +3,738 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194,223 shares; 2025Q1: 184,034 shares; 2025Q2: 460,617 shares; 2025Q3: 416,880 shares; 2025Q4: 412,177 shares; 2026Q1: 450,751 shares 450,751 $22M 3.56% +38,574 Timeline GTO 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,582 shares; 2025Q1: 27,757 shares; 2025Q2: 236,542 shares; 2025Q3: 309,581 shares; 2025Q4: 345,056 shares; 2026Q1: 359,478 shares 359,478 $16.8M 2.72% +14,422 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: not loaded; 2024Q4: 212,459 shares; 2025Q1: 275,969 shares; 2025Q2: 560,714 shares; 2025Q3: 354,450 shares; 2025Q4: 396,720 shares; 2026Q1: 414,692 shares 414,692 $16.4M 2.64% +17,972 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,997 shares; 2025Q1: 66,848 shares; 2025Q2: 136,207 shares; 2025Q3: 139,501 shares; 2025Q4: 143,085 shares; 2026Q1: 146,944 shares 146,944 $14.3M 2.3% +3,859 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,642 shares 274,642 $13.7M 2.22% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,406 shares; 2025Q1: 3,397 shares; 2025Q2: 10,462 shares; 2025Q3: 14,782 shares; 2025Q4: 17,819 shares; 2026Q1: 35,580 shares 35,580 $13.6M 2.21% +17,761 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246,294 shares 246,294 $12.4M 2.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,504 shares; 2025Q1: 18,416 shares; 2025Q2: 34,048 shares; 2025Q3: 33,185 shares; 2025Q4: 29,170 shares; 2026Q1: 28,245 shares 28,245 $12.3M 1.99% -925 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,519 shares; 2025Q1: 6,359 shares; 2025Q2: 10,704 shares; 2025Q3: 125,570 shares; 2025Q4: 131,711 shares; 2026Q1: 137,310 shares 137,310 $11.1M 1.79% +5,599 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: not loaded; 2024Q4: 7,907 shares; 2025Q1: 20,337 shares; 2025Q2: 140,629 shares; 2025Q3: 195,441 shares; 2025Q4: 224,121 shares; 2026Q1: 214,545 shares 214,545 $10.4M 1.68% -9,576 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,963 shares; 2025Q1: 91,620 shares; 2025Q2: 190,710 shares; 2025Q3: 196,574 shares; 2025Q4: 199,428 shares; 2026Q1: 195,085 shares 195,085 $8.3M 1.34% -4,343 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,524 shares; 2025Q3: 122,647 shares; 2025Q4: 136,398 shares; 2026Q1: 110,427 shares 110,427 $8.29M 1.34% -25,971 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 120,135 shares; 2025Q2: 245,852 shares; 2025Q3: 249,936 shares; 2025Q4: 279,588 shares; 2026Q1: 304,966 shares 304,966 $8.01M 1.29% +25,378 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,761 shares; 2025Q1: 17,332 shares; 2025Q2: 115,996 shares; 2025Q3: 155,245 shares; 2025Q4: 172,267 shares; 2026Q1: 168,604 shares 168,604 $7.7M 1.24% -3,663 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,389 shares; 2025Q1: 6,118 shares; 2025Q2: 13,252 shares; 2025Q3: 13,643 shares; 2025Q4: 15,004 shares; 2026Q1: 15,151 shares 15,151 $7.26M 1.17% +147 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: not loaded; 2024Q4: 15,549 shares; 2025Q1: 13,627 shares; 2025Q2: 35,242 shares; 2025Q3: 37,344 shares; 2025Q4: 39,194 shares; 2026Q1: 41,594 shares 41,594 $7.25M 1.17% +2,400 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,629 shares; 2025Q3: 33,112 shares; 2025Q4: 38,825 shares; 2026Q1: 96,163 shares 96,163 $6.71M 1.08% +57,338 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: not loaded; 2024Q4: 9,549 shares; 2025Q1: 9,696 shares; 2025Q2: 21,076 shares; 2025Q3: 21,271 shares; 2025Q4: 22,156 shares; 2026Q1: 23,489 shares 23,489 $5.96M 0.96% +1,333 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: not loaded; 2024Q4: 6,680 shares; 2025Q1: 3,871 shares; 2025Q2: 8,267 shares; 2025Q3: 8,086 shares; 2025Q4: 8,524 shares; 2026Q1: 8,303 shares 8,303 $5.4M 0.87% -221 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 47,163 shares; 2025Q2: 93,324 shares; 2025Q3: 94,720 shares; 2025Q4: 115,230 shares; 2026Q1: 130,904 shares 130,904 $4.62M 0.75% +15,674 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,255 shares; 2025Q2: 59,350 shares; 2025Q3: 83,161 shares; 2025Q4: 95,678 shares; 2026Q1: 97,412 shares 97,412 $4.57M 0.74% +1,734 Timeline FTLS 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,023 shares; 2025Q1: 19,211 shares; 2025Q2: 39,513 shares; 2025Q3: 40,226 shares; 2025Q4: 65,796 shares; 2026Q1: 63,524 shares 63,524 $4.47M 0.72% -2,272 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: not loaded; 2024Q4: 7,666 shares; 2025Q1: 7,496 shares; 2025Q2: 17,513 shares; 2025Q3: 17,895 shares; 2025Q4: 18,448 shares; 2026Q1: 19,420 shares 19,420 $4.04M 0.65% +972 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 loaded; 2024Q4: 8,950 shares; 2025Q1: 12,343 shares; 2025Q2: 45,544 shares; 2025Q3: 56,119 shares; 2025Q4: 66,475 shares; 2026Q1: 67,615 shares 67,615 $3.93M 0.64% +1,140 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,843 shares; 2025Q1: 7,472 shares; 2025Q2: 16,398 shares; 2025Q3: 15,123 shares; 2025Q4: 15,591 shares; 2026Q1: 12,195 shares 12,195 $3.91M 0.63% -3,396 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 56,897 shares; 2025Q2: 117,842 shares; 2025Q3: 118,716 shares; 2025Q4: 123,324 shares; 2026Q1: 132,446 shares 132,446 $3.71M 0.6% +9,122 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: not loaded; 2024Q4: 727 shares; 2025Q1: 714 shares; 2025Q2: 3,483 shares; 2025Q3: 3,740 shares; 2025Q4: 4,497 shares; 2026Q1: 5,648 shares 5,648 $3.69M 0.6% +1,151 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,610 shares; 2025Q1: 8,136 shares; 2025Q2: 14,648 shares; 2025Q3: 14,090 shares; 2025Q4: 26,194 shares; 2026Q1: 26,993 shares 26,993 $3.59M 0.58% +799 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,174 shares; 2025Q1: 7,085 shares; 2025Q2: 13,082 shares; 2025Q3: 11,028 shares; 2025Q4: 5,470 shares; 2026Q1: 12,323 shares 12,323 $3.54M 0.57% +6,853 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: not loaded; 2024Q4: 4,464 shares; 2025Q1: 4,430 shares; 2025Q2: 10,135 shares; 2025Q3: 10,535 shares; 2025Q4: 11,009 shares; 2026Q1: 11,829 shares 11,829 $3.4M 0.55% +820 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: not loaded; 2024Q4: 2,816 shares; 2025Q1: 2,738 shares; 2025Q2: 7,290 shares; 2025Q3: 7,687 shares; 2025Q4: 7,660 shares; 2026Q1: 8,209 shares 8,209 $3.04M 0.49% +549 Timeline TLH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 8,350 shares; 2025Q4: 15,529 shares; 2026Q1: 28,006 shares 28,006 $2.82M 0.46% +12,477 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,573 shares; 2025Q3: 18,087 shares; 2025Q4: 21,763 shares; 2026Q1: 30,216 shares 30,216 $2.74M 0.44% +8,453 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,462 shares; 2025Q1: 56,038 shares; 2025Q2: 132,734 shares; 2025Q3: 128,515 shares; 2025Q4: 146,982 shares; 2026Q1: 138,378 shares 138,378 $2.72M 0.44% -8,604 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 2,268 shares; 2025Q3: 2,552 shares; 2025Q4: 2,632 shares; 2026Q1: 6,230 shares 6,230 $2.68M 0.43% +3,598 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,302 shares; 2025Q1: 33,586 shares; 2025Q2: 68,148 shares; 2025Q3: 65,416 shares; 2025Q4: 67,885 shares; 2026Q1: 68,635 shares 68,635 $2.68M 0.43% +750 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,480 shares; 2025Q3: 40,204 shares; 2025Q4: 42,642 shares; 2026Q1: 54,570 shares 54,570 $2.52M 0.41% +11,928 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,884 shares; 2025Q3: 65,414 shares; 2025Q4: 73,941 shares; 2026Q1: 107,830 shares 107,830 $2.47M 0.4% +33,889 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,595 shares; 2025Q1: 17,129 shares; 2025Q2: 30,743 shares; 2025Q3: 26,244 shares; 2025Q4: 26,420 shares; 2026Q1: 25,724 shares 25,724 $2.39M 0.39% -696 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: not loaded; 2024Q4: 3,123 shares; 2025Q1: 3,125 shares; 2025Q2: 7,665 shares; 2025Q3: 7,975 shares; 2025Q4: 7,894 shares; 2026Q1: 7,978 shares 7,978 $2.29M 0.37% +84 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: not loaded; 2024Q4: 13,999 shares; 2025Q1: 6,764 shares; 2025Q2: 12,323 shares; 2025Q3: 11,398 shares; 2025Q4: 11,226 shares; 2026Q1: 11,500 shares 11,500 $2.26M 0.36% +274 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,850 shares; 2025Q1: 20,908 shares; 2025Q2: 44,554 shares; 2025Q3: 35,929 shares; 2025Q4: 54,541 shares; 2026Q1: 41,264 shares 41,264 $2.17M 0.35% -13,277 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,058 shares; 2025Q3: 18,842 shares; 2025Q4: 20,097 shares; 2026Q1: 22,687 shares 22,687 $2.15M 0.35% +2,590 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: not loaded; 2024Q4: 21,384 shares; 2025Q1: 18,516 shares; 2025Q2: 31,390 shares; 2025Q3: 9,779 shares; 2025Q4: 8,401 shares; 2026Q1: 23,397 shares 23,397 $2.14M 0.35% +14,996 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: not loaded; 2024Q4: 2,335 shares; 2025Q1: 2,336 shares; 2025Q2: 13,444 shares; 2025Q3: 15,396 shares; 2025Q4: 16,370 shares; 2026Q1: 18,536 shares 18,536 $2.1M 0.34% +2,166 Timeline 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,443 shares; 2025Q1: 15,160 shares; 2025Q2: 30,182 shares; 2025Q3: 30,203 shares; 2025Q4: 32,147 shares; 2026Q1: 31,877 shares 31,877 $2.05M 0.33% -270 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,546 shares; 2025Q1: 9,333 shares; 2025Q2: 26,256 shares; 2025Q3: 29,311 shares; 2025Q4: 26,378 shares; 2026Q1: 26,452 shares 26,452 $1.99M 0.32% +74 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,345 shares; 2025Q1: 43,015 shares; 2025Q2: 87,581 shares; 2025Q3: 89,035 shares; 2025Q4: 91,585 shares; 2026Q1: 96,226 shares 96,226 $1.97M 0.32% +4,641 Timeline FV 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 loaded; 2024Q4: 28,162 shares; 2025Q1: 27,410 shares; 2025Q2: 39,146 shares; 2025Q3: 35,617 shares; 2025Q4: 32,641 shares; 2026Q1: 32,448 shares 32,448 $1.96M 0.32% -193 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,595 shares; 2025Q3: 6,199 shares; 2025Q4: 8,646 shares; 2026Q1: 9,090 shares 9,090 $1.92M 0.31% +444 Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,166 shares; 2025Q3: 7,419 shares; 2025Q4: 8,140 shares; 2026Q1: 37,943 shares 37,943 $1.9M 0.31% +29,803 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,337 shares; 2025Q3: 5,285 shares; 2025Q4: 7,500 shares; 2026Q1: 19,905 shares 19,905 $1.87M 0.3% +12,405 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,265 shares; 2025Q3: 8,905 shares; 2025Q4: 8,466 shares; 2026Q1: 9,671 shares 9,671 $1.85M 0.3% +1,205 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,164 shares; 2025Q1: 6,119 shares; 2025Q2: 7,774 shares; 2025Q3: 7,330 shares; 2025Q4: 8,014 shares; 2026Q1: 7,343 shares 7,343 $1.84M 0.3% -671 Timeline CGCB 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,508 shares; 2025Q3: 38,412 shares; 2025Q4: 60,817 shares; 2026Q1: 69,905 shares 69,905 $1.84M 0.3% +9,088 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,261 shares; 2025Q3: 26,515 shares; 2025Q4: 39,687 shares; 2026Q1: 44,977 shares 44,977 $1.81M 0.29% +5,290 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,867 shares 17,867 $1.71M 0.28% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,873 shares; 2025Q1: 20,599 shares; 2025Q2: 31,118 shares; 2025Q3: 23,946 shares; 2025Q4: 24,370 shares; 2026Q1: 24,891 shares 24,891 $1.7M 0.27% +521 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,102 shares; 2025Q1: 6,107 shares; 2025Q2: 11,773 shares; 2025Q3: 11,674 shares; 2025Q4: 13,267 shares; 2026Q1: 14,303 shares 14,303 $1.66M 0.27% +1,036 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: not loaded; 2024Q4: 1,746 shares; 2025Q1: 1,981 shares; 2025Q2: 4,563 shares; 2025Q3: 4,119 shares; 2025Q4: 4,411 shares; 2026Q1: 4,438 shares 4,438 $1.65M 0.27% +27 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,156 shares 53,156 $1.65M 0.27% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 6,400 shares; 2025Q4: 8,014 shares; 2026Q1: 9,925 shares 9,925 $1.54M 0.25% +1,911 Timeline CGCP 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,369 shares; 2025Q3: 37,404 shares; 2025Q4: 59,482 shares; 2026Q1: 68,384 shares 68,384 $1.53M 0.25% +8,902 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,311 shares; 2025Q1: 9,209 shares; 2025Q2: 23,406 shares; 2025Q3: 25,241 shares; 2025Q4: 35,435 shares; 2026Q1: 39,427 shares 39,427 $1.51M 0.24% +3,992 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,052 shares 89,052 $1.43M 0.23% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,527 shares; 2025Q1: 16,618 shares; 2025Q2: 30,890 shares; 2025Q3: 27,079 shares; 2025Q4: 31,520 shares; 2026Q1: 27,595 shares 27,595 $1.39M 0.22% -3,925 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,575 shares; 2025Q3: 30,151 shares; 2025Q4: 34,591 shares; 2026Q1: 38,090 shares 38,090 $1.38M 0.22% +3,499 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,047 shares; 2025Q3: 6,966 shares; 2025Q4: 6,712 shares; 2026Q1: 15,883 shares 15,883 $1.31M 0.21% +9,171 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: not loaded; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 1,224 shares; 2025Q3: 1,219 shares; 2025Q4: 1,269 shares; 2026Q1: 1,429 shares 1,429 $1.31M 0.21% +160 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,384 shares; 2025Q3: 15,353 shares; 2025Q4: 15,548 shares; 2026Q1: 17,668 shares 17,668 $1.31M 0.21% +2,120 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,199 shares; 2025Q3: 4,008 shares; 2025Q4: 4,597 shares; 2026Q1: 11,803 shares 11,803 $1.29M 0.21% +7,206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,941 shares; 2025Q3: 7,945 shares; 2025Q4: 9,892 shares; 2026Q1: 11,303 shares 11,303 $1.2M 0.19% +1,411 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,637 shares; 2025Q3: 7,094 shares; 2025Q4: 9,305 shares; 2026Q1: 11,691 shares 11,691 $1.2M 0.19% +2,386 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,216 shares; 2025Q1: 13,218 shares; 2025Q2: 26,758 shares; 2025Q3: 26,402 shares; 2025Q4: 26,466 shares; 2026Q1: 26,542 shares 26,542 $1.16M 0.19% +76 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,716 shares; 2025Q1: 6,716 shares; 2025Q2: 13,438 shares; 2025Q3: 13,232 shares; 2025Q4: 13,246 shares; 2026Q1: 12,494 shares 12,494 $1.15M 0.19% -752 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,649 shares; 2025Q3: 23,333 shares; 2025Q4: 35,061 shares; 2026Q1: 38,965 shares 38,965 $1.15M 0.19% +3,904 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: not loaded; 2024Q4: 7,753 shares; 2025Q1: not reported; 2025Q2: 13,484 shares; 2025Q3: 13,920 shares; 2025Q4: 20,430 shares; 2026Q1: 33,858 shares 33,858 $1.14M 0.18% +13,428 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,567 shares; 2025Q1: 12,836 shares; 2025Q2: 24,583 shares; 2025Q3: 24,595 shares; 2025Q4: 21,482 shares; 2026Q1: 32,589 shares 32,589 $1.12M 0.18% +11,107 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,026 shares; 2025Q1: 12,982 shares; 2025Q2: 25,780 shares; 2025Q3: 25,792 shares; 2025Q4: 25,810 shares; 2026Q1: 24,754 shares 24,754 $1.12M 0.18% -1,056 Timeline FDN 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 loaded; 2024Q4: 2,914 shares; 2025Q1: 2,402 shares; 2025Q2: 5,378 shares; 2025Q3: 5,406 shares; 2025Q4: 5,132 shares; 2026Q1: 4,647 shares 4,647 $1.09M 0.18% -485 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,635 shares; 2025Q3: 4,290 shares; 2025Q4: 4,293 shares; 2026Q1: 4,443 shares 4,443 $1.09M 0.18% +150 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,522 shares; 2025Q3: 4,566 shares; 2025Q4: 9,077 shares; 2026Q1: 9,787 shares 9,787 $1.08M 0.18% +710 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 7,776 shares; 2025Q3: 7,384 shares; 2025Q4: 7,353 shares; 2026Q1: 6,976 shares 6,976 $1.08M 0.17% -377 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,479 shares; 2025Q4: 25,742 shares; 2026Q1: 31,799 shares 31,799 $1.05M 0.17% +6,057 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: not loaded; 2024Q4: 24,959 shares; 2025Q1: 22,214 shares; 2025Q2: 37,505 shares; 2025Q3: 24,265 shares; 2025Q4: 22,753 shares; 2026Q1: 21,084 shares 21,084 $992K 0.16% -1,669 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 3,130 shares; 2025Q4: 3,584 shares; 2026Q1: 4,112 shares 4,112 $987K 0.16% +528 Timeline ISPY 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: not loaded; 2024Q4: 71,361 shares; 2025Q1: 156,069 shares; 2025Q2: 318,980 shares; 2025Q3: 319,836 shares; 2025Q4: 330,464 shares; 2026Q1: 22,167 shares 22,167 $961K 0.16% -308,297 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,020 shares 32,020 $940K 0.15% new Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,422 shares 23,422 $923K 0.15% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,197 shares; 2025Q1: not reported; 2025Q2: 5,799 shares; 2025Q3: 6,006 shares; 2025Q4: 7,370 shares; 2026Q1: 7,301 shares 7,301 $908K 0.15% -69 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,091 shares; 2025Q1: 4,091 shares; 2025Q2: 7,440 shares; 2025Q3: 7,438 shares; 2025Q4: 7,438 shares; 2026Q1: 7,438 shares 7,438 $907K 0.15% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,989 shares; 2025Q1: 8,723 shares; 2025Q2: 19,383 shares; 2025Q3: 20,299 shares; 2025Q4: 19,025 shares; 2026Q1: 19,401 shares 19,401 $906K 0.15% +376 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,022 shares; 2025Q3: 35,820 shares; 2025Q4: 23,713 shares; 2026Q1: 26,135 shares 26,135 $896K 0.14% +2,422 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 5,947 shares; 2025Q3: 5,994 shares; 2025Q4: 6,011 shares; 2026Q1: 6,803 shares 6,803 $891K 0.14% +792 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,119 shares; 2025Q4: 2,967 shares; 2026Q1: 2,858 shares 2,858 $885K 0.14% -109 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,876 shares; 2025Q3: not reported; 2025Q4: 1,770 shares; 2026Q1: 7,887 shares 7,887 $878K 0.14% +6,117 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: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,001 shares; 2025Q2: 2,355 shares; 2025Q3: 2,674 shares; 2025Q4: 2,571 shares; 2026Q1: 2,947 shares 2,947 $867K 0.14% +376 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,419 shares; 2025Q3: 5,663 shares; 2025Q4: 5,932 shares; 2026Q1: 6,960 shares 6,960 $865K 0.14% +1,028 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 1,093 shares; 2025Q4: 1,056 shares; 2026Q1: 1,211 shares 1,211 $845K 0.14% +155 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,873 shares; 2025Q1: 13,873 shares; 2025Q2: 29,559 shares; 2025Q3: 29,960 shares; 2025Q4: 28,572 shares; 2026Q1: 28,838 shares 28,838 $836K 0.14% +266 Timeline BDYN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,629 shares; 2025Q4: 32,032 shares; 2026Q1: 34,374 shares 34,374 $836K 0.14% +2,342 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,391 shares; 2025Q1: 2,617 shares; 2025Q2: 5,814 shares; 2025Q3: 5,736 shares; 2025Q4: 6,353 shares; 2026Q1: 3,366 shares 3,366 $835K 0.13% -2,987 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,765 shares; 2025Q1: 9,969 shares; 2025Q2: 14,427 shares; 2025Q3: 15,325 shares; 2025Q4: 15,617 shares; 2026Q1: 13,236 shares 13,236 $830K 0.13% -2,381 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,951 shares; 2025Q1: 1,957 shares; 2025Q2: 3,752 shares; 2025Q3: 3,759 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares 3,774 $820K 0.13% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,178 shares; 2025Q3: 20,908 shares; 2025Q4: 22,107 shares; 2026Q1: 24,402 shares 24,402 $818K 0.13% +2,295 Timeline FEP 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,333 shares; 2025Q1: 8,333 shares; 2025Q2: 16,710 shares; 2025Q3: 16,478 shares; 2025Q4: 16,508 shares; 2026Q1: 14,907 shares 14,907 $814K 0.13% -1,601 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: not loaded; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 1,083 shares; 2025Q3: 1,152 shares; 2025Q4: 1,013 shares; 2026Q1: 1,408 shares 1,408 $806K 0.13% +395 Timeline 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: not loaded; 2024Q4: 5,418 shares; 2025Q1: 5,278 shares; 2025Q2: 8,243 shares; 2025Q3: 8,314 shares; 2025Q4: 8,320 shares; 2026Q1: 8,352 shares 8,352 $782K 0.13% +32 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,810 shares; 2025Q1: 4,737 shares; 2025Q2: 9,210 shares; 2025Q3: 10,064 shares; 2025Q4: 8,290 shares; 2026Q1: 8,311 shares 8,311 $771K 0.12% +21 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,216 shares; 2025Q1: 17,277 shares; 2025Q2: 34,684 shares; 2025Q3: 34,810 shares; 2025Q4: 33,457 shares; 2026Q1: 30,782 shares 30,782 $756K 0.12% -2,675 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,119 shares; 2025Q1: 3,370 shares; 2025Q2: 4,616 shares; 2025Q3: 4,056 shares; 2025Q4: 3,174 shares; 2026Q1: 3,924 shares 3,924 $753K 0.12% +750 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 774 shares; 2025Q4: 810 shares; 2026Q1: 1,057 shares 1,057 $749K 0.12% +247 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,343 shares; 2025Q2: 8,113 shares; 2025Q3: 10,250 shares; 2025Q4: 10,088 shares; 2026Q1: 11,442 shares 11,442 $733K 0.12% +1,354 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: not loaded; 2024Q4: 972 shares; 2025Q1: 973 shares; 2025Q2: 2,252 shares; 2025Q3: 2,246 shares; 2025Q4: 2,278 shares; 2026Q1: 2,352 shares 2,352 $731K 0.12% +74 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,993 shares; 2025Q1: 1,998 shares; 2025Q2: 3,786 shares; 2025Q3: 3,666 shares; 2025Q4: 3,663 shares; 2026Q1: 3,663 shares 3,663 $675K 0.11% 0 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,796 shares; 2025Q4: 10,858 shares; 2026Q1: 39,994 shares 39,994 $674K 0.11% +29,136 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,533 shares; 2025Q2: 2,938 shares; 2025Q3: 2,830 shares; 2025Q4: 2,608 shares; 2026Q1: 2,608 shares 2,608 $671K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,217 shares; 2025Q3: 11,924 shares; 2025Q4: 12,452 shares; 2026Q1: 11,842 shares 11,842 $670K 0.11% -610 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,981 shares; 2025Q3: 18,381 shares; 2025Q4: 25,540 shares; 2026Q1: 22,934 shares 22,934 $668K 0.11% -2,606 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: not loaded; 2024Q4: 5,730 shares; 2025Q1: 5,735 shares; 2025Q2: 12,523 shares; 2025Q3: 12,764 shares; 2025Q4: 12,439 shares; 2026Q1: 13,286 shares 13,286 $667K 0.11% +847 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,394 shares; 2025Q2: 2,694 shares; 2025Q3: 2,698 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $649K 0.1% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 2,746 shares; 2025Q4: 2,708 shares; 2026Q1: 3,799 shares 3,799 $644K 0.1% +1,091 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,805 shares; 2025Q4: 7,094 shares; 2026Q1: 6,455 shares 6,455 $632K 0.1% -639 Timeline IBTK 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 loaded; 2024Q4: 19,482 shares; 2025Q1: 19,798 shares; 2025Q2: 39,152 shares; 2025Q3: 47,196 shares; 2025Q4: 32,022 shares; 2026Q1: 31,847 shares 31,847 $628K 0.1% -175 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 421 shares; 2025Q1: 473 shares; 2025Q2: 805 shares; 2025Q3: 784 shares; 2025Q4: 1,008 shares; 2026Q1: 1,031 shares 1,031 $616K 0.1% +23 Timeline FAAR 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: not loaded; 2024Q4: 11,547 shares; 2025Q1: 9,643 shares; 2025Q2: 19,298 shares; 2025Q3: 19,072 shares; 2025Q4: 19,384 shares; 2026Q1: 18,214 shares 18,214 $615K 0.1% -1,170 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 551 shares; 2025Q3: 561 shares; 2025Q4: 536 shares; 2026Q1: 600 shares 600 $598K 0.1% +64 Timeline SUSA 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 loaded; 2024Q4: 2,327 shares; 2025Q1: 2,329 shares; 2025Q2: 4,662 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares 4,522 $597K 0.1% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,080 shares; 2025Q4: 13,382 shares; 2026Q1: 15,454 shares 15,454 $594K 0.1% +2,072 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,179 shares; 2025Q1: 10,947 shares; 2025Q2: 21,940 shares; 2025Q3: 21,555 shares; 2025Q4: 21,584 shares; 2026Q1: 19,557 shares 19,557 $586K 0.09% -2,027 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,080 shares; 2025Q3: 9,057 shares; 2025Q4: 10,694 shares; 2026Q1: 11,172 shares 11,172 $580K 0.09% +478 Timeline CGMS 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,939 shares; 2025Q4: 17,663 shares; 2026Q1: 21,209 shares 21,209 $578K 0.09% +3,546 Timeline GRID 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,423 shares; 2026Q1: 3,502 shares 3,502 $573K 0.09% +79 Timeline BLCR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,871 shares 13,871 $570K 0.09% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,020 shares 10,020 $568K 0.09% new Timeline LMUB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,276 shares 11,276 $563K 0.09% new Timeline BDVL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,298 shares; 2025Q4: 22,381 shares; 2026Q1: 22,671 shares 22,671 $559K 0.09% +290 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: not loaded; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 1,595 shares; 2025Q3: 1,525 shares; 2025Q4: 1,461 shares; 2026Q1: 1,699 shares 1,699 $559K 0.09% +238 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,666 shares; 2025Q3: 15,066 shares; 2025Q4: 15,114 shares; 2026Q1: 23,903 shares 23,903 $549K 0.09% +8,789 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 6,679 shares; 2025Q3: 6,387 shares; 2025Q4: 6,922 shares; 2026Q1: 7,213 shares 7,213 $549K 0.09% +291 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 8,545 shares; 2025Q4: 10,758 shares; 2026Q1: 10,885 shares 10,885 $544K 0.09% +127 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,845 shares; 2026Q1: 10,845 shares 10,845 $543K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,190 shares; 2025Q1: 5,194 shares; 2025Q2: 10,519 shares; 2025Q3: 9,915 shares; 2025Q4: 10,107 shares; 2026Q1: 10,403 shares 10,403 $541K 0.09% +296 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,903 shares 17,903 $540K 0.09% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,804 shares; 2025Q2: 6,422 shares; 2025Q3: 6,472 shares; 2025Q4: 6,674 shares; 2026Q1: 6,756 shares 6,756 $538K 0.09% +82 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,612 shares; 2025Q1: 8,631 shares; 2025Q2: 17,361 shares; 2025Q3: 15,457 shares; 2025Q4: 15,309 shares; 2026Q1: 15,573 shares 15,573 $537K 0.09% +264 Timeline VRIG 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,298 shares; 2025Q1: 12,327 shares; 2025Q2: 22,042 shares; 2025Q3: 20,832 shares; 2025Q4: 21,303 shares; 2026Q1: 21,339 shares 21,339 $534K 0.09% +36 Timeline CLSE 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,830 shares 18,830 $530K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 5,461 shares 5,461 $528K 0.09% +3,114 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,866 shares; 2025Q1: 22,668 shares; 2025Q2: 24,200 shares; 2025Q3: 11,386 shares; 2025Q4: 9,195 shares; 2026Q1: 7,816 shares 7,816 $516K 0.08% -1,379 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,433 shares; 2025Q3: 1,513 shares; 2025Q4: 1,500 shares; 2026Q1: 1,692 shares 1,692 $511K 0.08% +192 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 4,178 shares; 2025Q3: 4,178 shares; 2025Q4: 3,748 shares; 2026Q1: 3,929 shares 3,929 $504K 0.08% +181 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,488 shares; 2025Q3: 4,792 shares; 2025Q4: 6,449 shares; 2026Q1: 7,453 shares 7,453 $499K 0.08% +1,004 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,227 shares; 2025Q3: 33,551 shares; 2025Q4: 17,560 shares; 2026Q1: 17,382 shares 17,382 $498K 0.08% -178 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 570 shares 570 $497K 0.08% +237 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,769 shares; 2025Q4: 2,043 shares; 2026Q1: 2,234 shares 2,234 $486K 0.08% +191 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 546 shares; 2025Q4: 552 shares; 2026Q1: 557 shares 557 $482K 0.08% +5 Timeline FMF 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 loaded; 2024Q4: 5,212 shares; 2025Q1: 5,045 shares; 2025Q2: 10,098 shares; 2025Q3: 9,956 shares; 2025Q4: 10,017 shares; 2026Q1: 9,298 shares 9,298 $471K 0.08% -719 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,743 shares; 2025Q4: 2,955 shares; 2026Q1: 2,818 shares 2,818 $456K 0.07% -137 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,856 shares; 2025Q3: 2,270 shares; 2025Q4: 2,176 shares; 2026Q1: 2,159 shares 2,159 $447K 0.07% -17 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,752 shares; 2025Q3: 6,884 shares; 2025Q4: 6,458 shares; 2026Q1: 8,036 shares 8,036 $446K 0.07% +1,578 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,582 shares; 2026Q1: 4,582 shares 4,582 $445K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,628 shares; 2025Q3: 12,193 shares; 2025Q4: 10,363 shares; 2026Q1: 8,823 shares 8,823 $436K 0.07% -1,540 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 1,421 shares; 2025Q4: 806 shares; 2026Q1: 1,267 shares 1,267 $428K 0.07% +461 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,008 shares; 2026Q1: 1,359 shares 1,359 $424K 0.07% +351 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 14,884 shares; 2025Q4: 20,401 shares; 2026Q1: 24,261 shares 24,261 $420K 0.07% +3,860 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,498 shares; 2025Q1: 1,755 shares; 2025Q2: 3,286 shares; 2025Q3: 2,936 shares; 2025Q4: 2,403 shares; 2026Q1: 2,616 shares 2,616 $419K 0.07% +213 Timeline FEMS 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,954 shares; 2025Q1: 5,424 shares; 2025Q2: 10,864 shares; 2025Q3: 10,878 shares; 2025Q4: 9,198 shares; 2026Q1: 9,206 shares 9,206 $419K 0.07% +8 Timeline IDEV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,880 shares 4,880 $408K 0.07% new Timeline IDEF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,309 shares 12,309 $403K 0.07% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,520 shares; 2026Q1: 5,639 shares 5,639 $400K 0.06% +119 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,516 shares; 2025Q3: 1,576 shares; 2025Q4: 1,568 shares; 2026Q1: 2,059 shares 2,059 $397K 0.06% +491 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,369 shares; 2025Q4: 11,160 shares; 2026Q1: 12,504 shares 12,504 $395K 0.06% +1,344 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 1,714 shares; 2025Q4: 1,755 shares; 2026Q1: 2,697 shares 2,697 $395K 0.06% +942 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,689 shares 14,689 $393K 0.06% new 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: not loaded; 2024Q4: 5,083 shares; 2025Q1: 5,089 shares; 2025Q2: 10,216 shares; 2025Q3: 10,901 shares; 2025Q4: 9,791 shares; 2026Q1: 5,635 shares 5,635 $381K 0.06% -4,156 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,756 shares; 2025Q3: 2,632 shares; 2025Q4: 2,612 shares; 2026Q1: 2,590 shares 2,590 $380K 0.06% -22 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,266 shares; 2026Q1: 14,607 shares 14,607 $374K 0.06% +3,341 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,046 shares; 2025Q1: 4,171 shares; 2025Q2: 6,543 shares; 2025Q3: 5,859 shares; 2025Q4: 5,874 shares; 2026Q1: 5,886 shares 5,886 $371K 0.06% +12 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259 shares; 2025Q3: 268 shares; 2025Q4: 2,883 shares; 2026Q1: 3,731 shares 3,731 $359K 0.06% +848 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,732 shares; 2025Q3: 2,248 shares; 2025Q4: 1,923 shares; 2026Q1: 2,402 shares 2,402 $347K 0.06% +479 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,466 shares; 2025Q3: 1,497 shares; 2025Q4: 1,625 shares; 2026Q1: 1,455 shares 1,455 $346K 0.06% -170 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,452 shares; 2025Q3: 17,452 shares; 2025Q4: 16,892 shares; 2026Q1: 16,892 shares 16,892 $345K 0.06% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,299 shares; 2025Q3: 3,320 shares; 2025Q4: 3,325 shares; 2026Q1: 3,331 shares 3,331 $340K 0.05% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 554 shares; 2025Q3: 577 shares; 2025Q4: 538 shares; 2026Q1: 661 shares 661 $331K 0.05% +123 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,322 shares 23,322 $328K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 588 shares; 2025Q4: 607 shares; 2026Q1: 667 shares 667 $328K 0.05% +60 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,880 shares; 2025Q3: 3,245 shares; 2025Q4: 3,247 shares; 2026Q1: 3,248 shares 3,248 $327K 0.05% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385 $326K 0.05% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 1,114 shares; 2025Q4: 900 shares; 2026Q1: 875 shares 875 $322K 0.05% -25 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,446 shares; 2025Q1: 14,303 shares; 2025Q2: 14,354 shares; 2025Q3: 7,756 shares; 2025Q4: 5,369 shares; 2026Q1: 5,336 shares 5,336 $319K 0.05% -33 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,154 shares; 2025Q4: 1,228 shares; 2026Q1: 1,308 shares 1,308 $317K 0.05% +80 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,648 shares; 2026Q1: 6,268 shares 6,268 $309K 0.05% +1,620 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,914 shares; 2026Q1: 2,561 shares 2,561 $308K 0.05% +647 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,980 shares; 2026Q1: 3,255 shares 3,255 $308K 0.05% +275 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,815 shares; 2025Q3: 4,225 shares; 2025Q4: 4,420 shares; 2026Q1: 6,253 shares 6,253 $305K 0.05% +1,833 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,436 shares 4,436 $302K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,519 shares; 2025Q4: 1,482 shares; 2026Q1: 1,459 shares 1,459 $297K 0.05% -23 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 1,038 shares 1,038 $295K 0.05% -37 Timeline DSI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,851 shares; 2025Q3: 2,515 shares; 2025Q4: 2,633 shares; 2026Q1: 2,398 shares 2,398 $291K 0.05% -235 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 456 shares; 2026Q1: 479 shares 479 $289K 0.05% +23 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 3,208 shares; 2026Q1: 3,711 shares 3,711 $288K 0.05% +503 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,639 shares 2,639 $288K 0.05% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,623 shares 3,623 $287K 0.05% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares; 2025Q4: 7,082 shares; 2026Q1: 7,082 shares 7,082 $284K 0.05% 0 Timeline VOOV 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,092 shares; 2025Q2: 2,188 shares; 2025Q3: 2,186 shares; 2025Q4: 1,390 shares; 2026Q1: 1,393 shares 1,393 $284K 0.05% +3 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 2,378 shares; 2026Q1: 2,104 shares 2,104 $280K 0.05% -274 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $278K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 806 shares 806 $275K 0.04% +8 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,489 shares 5,489 $274K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,422 shares; 2025Q4: 1,452 shares; 2026Q1: 1,641 shares 1,641 $271K 0.04% +189 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,505 shares 10,505 $269K 0.04% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,226 shares; 2025Q1: 2,175 shares; 2025Q2: 3,521 shares; 2025Q3: 2,885 shares; 2025Q4: 2,520 shares; 2026Q1: 2,500 shares 2,500 $265K 0.04% -20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,449 shares 1,449 $264K 0.04% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $262K 0.04% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 898 shares; 2025Q4: 917 shares; 2026Q1: 957 shares 957 $261K 0.04% +40 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,494 shares; 2025Q3: 4,494 shares; 2025Q4: 4,494 shares; 2026Q1: 4,494 shares 4,494 $260K 0.04% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,999 shares; 2025Q4: not reported; 2026Q1: 3,621 shares 3,621 $260K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,939 shares; 2025Q3: 1,781 shares; 2025Q4: 1,783 shares; 2026Q1: 1,784 shares 1,784 $258K 0.04% +1 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,200 shares 5,200 $257K 0.04% new Timeline FDT 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,790 shares; 2025Q4: 2,802 shares; 2026Q1: 2,959 shares 2,959 $257K 0.04% +157 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $252K 0.04% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,706 shares; 2026Q1: 2,706 shares 2,706 $247K 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,338 shares; 2025Q3: 3,349 shares; 2025Q4: 3,362 shares; 2026Q1: 3,374 shares 3,374 $247K 0.04% +12 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares 2,603 $242K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 4,593 shares; 2026Q1: 3,931 shares 3,931 $241K 0.04% -662 Timeline FCVT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,624 shares; 2025Q3: 5,428 shares; 2025Q4: 5,430 shares; 2026Q1: 5,432 shares 5,432 $240K 0.04% +2 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328 $231K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: 244 shares; 2025Q4: 208 shares; 2026Q1: 238 shares 238 $229K 0.04% +30 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $229K 0.04% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,018 shares 2,018 $228K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 1,331 shares; 2025Q4: 1,323 shares; 2026Q1: 1,533 shares 1,533 $226K 0.04% +210 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,707 shares; 2025Q4: 6,329 shares; 2026Q1: 2,537 shares 2,537 $224K 0.04% -3,792 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,854 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,464 shares 2,464 $223K 0.04% -342 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: 1,927 shares; 2026Q1: 1,018 shares 1,018 $223K 0.04% -909 Timeline IEUR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,772 shares; 2026Q1: 3,128 shares 3,128 $220K 0.04% -644 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,276 shares 1,276 $220K 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 2,245 shares; 2026Q1: 1,976 shares 1,976 $215K 0.03% -269 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,988 shares; 2026Q1: 5,998 shares 5,998 $212K 0.03% +10 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,211 shares; 2025Q4: 3,246 shares; 2026Q1: 3,270 shares 3,270 $212K 0.03% +24 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,023 shares; 2025Q3: 1,581 shares; 2025Q4: 1,585 shares; 2026Q1: 1,587 shares 1,587 $210K 0.03% +2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159 $210K 0.03% new Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,438 shares; 2025Q3: 4,634 shares; 2025Q4: not reported; 2026Q1: 4,476 shares 4,476 $203K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 436 shares; 2026Q1: 437 shares 437 $202K 0.03% +1 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $202K 0.03% new Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,081 shares 8,081 $201K 0.03% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,192 shares 12,192 $148K 0.02% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,750 shares 16,750 $128K 0.02% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,812 shares; 2026Q1: 10,812 shares 10,812 $97.2K 0.02% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $71.9K 0.01% new Timeline