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: 69,714 shares; 2024Q4: 70,431 shares; 2025Q1: 71,953 shares; 2025Q2: 75,552 shares; 2025Q3: 77,012 shares; 2025Q4: 78,620 shares; 2026Q1: 79,195 shares 79,195 $13.8M 6.49% +575 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,720 shares; 2024Q4: 224,559 shares; 2025Q1: 229,472 shares; 2025Q2: 226,772 shares; 2025Q3: 221,524 shares; 2025Q4: 212,866 shares; 2026Q1: 211,277 shares 211,277 $10.7M 5.04% -1,589 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: 35,336 shares; 2024Q4: 33,543 shares; 2025Q1: 33,538 shares; 2025Q2: 33,804 shares; 2025Q3: 34,024 shares; 2025Q4: 66,424 shares; 2026Q1: 66,412 shares 66,412 $8.83M 4.15% -12 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: 12,200 shares; 2024Q4: 11,609 shares; 2025Q1: 12,145 shares; 2025Q2: 12,483 shares; 2025Q3: 13,485 shares; 2025Q4: 14,090 shares; 2026Q1: 14,398 shares 14,398 $8.33M 3.91% +308 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: 13,924 shares; 2024Q4: 12,690 shares; 2025Q1: 12,057 shares; 2025Q2: 12,221 shares; 2025Q3: 12,287 shares; 2025Q4: 12,312 shares; 2026Q1: 11,681 shares 11,681 $7.6M 3.57% -631 Timeline PHO 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: 117,905 shares; 2024Q4: 113,890 shares; 2025Q1: 114,009 shares; 2025Q2: 113,211 shares; 2025Q3: 108,823 shares; 2025Q4: 99,399 shares; 2026Q1: 97,169 shares 97,169 $6.5M 3.05% -2,230 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,910 shares; 2024Q4: 97,955 shares; 2025Q1: 114,227 shares; 2025Q2: 115,721 shares; 2025Q3: 129,083 shares; 2025Q4: 134,675 shares; 2026Q1: 142,425 shares 142,425 $5.98M 2.81% +7,750 Timeline XLP 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: 65,203 shares; 2024Q4: 64,323 shares; 2025Q1: 63,842 shares; 2025Q2: 64,191 shares; 2025Q3: 63,165 shares; 2025Q4: 63,209 shares; 2026Q1: 67,463 shares 67,463 $5.53M 2.6% +4,254 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: 28,546 shares; 2024Q4: 28,765 shares; 2025Q1: 27,150 shares; 2025Q2: 26,873 shares; 2025Q3: 26,935 shares; 2025Q4: 27,493 shares; 2026Q1: 26,880 shares 26,880 $5.16M 2.43% -613 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,855 shares; 2024Q4: 77,269 shares; 2025Q1: 76,485 shares; 2025Q2: 76,335 shares; 2025Q3: 73,499 shares; 2025Q4: 68,221 shares; 2026Q1: 63,561 shares 63,561 $4.77M 2.24% -4,660 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,071 shares; 2024Q4: 51,481 shares; 2025Q1: 51,596 shares; 2025Q2: 49,246 shares; 2025Q3: 49,271 shares; 2025Q4: 49,425 shares; 2026Q1: 49,660 shares 49,660 $4.55M 2.14% +235 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,743 shares; 2024Q4: 93,091 shares; 2025Q1: 93,283 shares; 2025Q2: 91,672 shares; 2025Q3: 87,595 shares; 2025Q4: 80,059 shares; 2026Q1: 79,639 shares 79,639 $4.18M 1.97% -420 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: 24,180 shares; 2025Q1: 24,325 shares; 2025Q2: 23,638 shares; 2025Q3: 23,452 shares; 2025Q4: 23,600 shares; 2026Q1: 23,726 shares 23,726 $3.46M 1.63% +126 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,946 shares; 2025Q3: 34,309 shares; 2025Q4: 31,829 shares; 2026Q1: 31,866 shares 31,866 $3.42M 1.61% +37 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,437 shares; 2024Q4: 30,622 shares; 2025Q1: 39,101 shares; 2025Q2: 38,343 shares; 2025Q3: 39,618 shares; 2025Q4: 71,385 shares; 2026Q1: 68,671 shares 68,671 $3.39M 1.59% -2,714 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: 18,032 shares; 2024Q4: 15,402 shares; 2025Q1: 15,023 shares; 2025Q2: 15,074 shares; 2025Q3: 15,124 shares; 2025Q4: 14,749 shares; 2026Q1: 13,645 shares 13,645 $3.31M 1.56% -1,104 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,501 shares 197,501 $3.17M 1.49% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,701 shares; 2024Q4: 103,765 shares; 2025Q1: 105,206 shares; 2025Q2: 103,245 shares; 2025Q3: 102,972 shares; 2025Q4: 93,420 shares; 2026Q1: 94,432 shares 94,432 $3.14M 1.47% +1,012 Timeline XITK 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: 27,547 shares; 2024Q4: 27,547 shares; 2025Q1: 27,547 shares; 2025Q2: 27,347 shares; 2025Q3: 26,495 shares; 2025Q4: 20,504 shares; 2026Q1: 20,079 shares 20,079 $2.94M 1.38% -425 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: 32,942 shares; 2024Q4: 33,180 shares; 2025Q1: 33,404 shares; 2025Q2: 33,729 shares; 2025Q3: 33,987 shares; 2025Q4: 42,233 shares; 2026Q1: 51,780 shares 51,780 $2.94M 1.38% +9,547 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,993 shares; 2024Q4: 26,438 shares; 2025Q1: 26,002 shares; 2025Q2: 27,172 shares; 2025Q3: 40,193 shares; 2025Q4: 30,825 shares; 2026Q1: 28,377 shares 28,377 $2.85M 1.34% -2,448 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: 30,031 shares; 2024Q4: 29,192 shares; 2025Q1: 28,928 shares; 2025Q2: 29,078 shares; 2025Q3: 29,205 shares; 2025Q4: 27,210 shares; 2026Q1: 26,692 shares 26,692 $2.73M 1.28% -518 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: 28,866 shares; 2024Q4: 27,394 shares; 2025Q1: 13,497 shares; 2025Q2: 13,508 shares; 2025Q3: 13,516 shares; 2025Q4: 10,201 shares; 2026Q1: 10,400 shares 10,400 $2.64M 1.24% +199 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: 14,577 shares; 2024Q4: 14,585 shares; 2025Q1: 14,842 shares; 2025Q2: 15,075 shares; 2025Q3: 15,258 shares; 2025Q4: 14,751 shares; 2026Q1: 14,662 shares 14,662 $2.4M 1.13% -89 Timeline XBI 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: 23,637 shares; 2024Q4: 21,902 shares; 2025Q1: 21,498 shares; 2025Q2: 21,303 shares; 2025Q3: 19,342 shares; 2025Q4: 18,673 shares; 2026Q1: 18,569 shares 18,569 $2.37M 1.12% -104 Timeline PBJ 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: 55,869 shares; 2024Q4: 56,017 shares; 2025Q1: 50,688 shares; 2025Q2: 50,261 shares; 2025Q3: 50,418 shares; 2025Q4: 43,179 shares; 2026Q1: 43,268 shares 43,268 $2.12M 1% +89 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: 35,340 shares; 2024Q4: 31,830 shares; 2025Q1: 32,602 shares; 2025Q2: 33,368 shares; 2025Q3: 33,368 shares; 2025Q4: 32,760 shares; 2026Q1: 32,804 shares 32,804 $2.06M 0.97% +44 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,375 shares; 2025Q4: 92,623 shares; 2026Q1: 84,090 shares 84,090 $2.01M 0.95% -8,533 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: 3,522 shares; 2024Q4: 3,766 shares; 2025Q1: 3,775 shares; 2025Q2: 4,149 shares; 2025Q3: 4,158 shares; 2025Q4: 4,166 shares; 2026Q1: 4,174 shares 4,174 $1.93M 0.91% +8 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: 7,387 shares; 2024Q4: 6,863 shares; 2025Q1: 5,802 shares; 2025Q2: 5,806 shares; 2025Q3: 5,813 shares; 2025Q4: 5,104 shares; 2026Q1: 5,113 shares 5,113 $1.89M 0.89% +9 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,331 shares; 2024Q4: 29,225 shares; 2025Q1: 28,350 shares; 2025Q2: 28,592 shares; 2025Q3: 28,695 shares; 2025Q4: 28,740 shares; 2026Q1: 28,976 shares 28,976 $1.89M 0.89% +236 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: 3,356 shares; 2024Q4: 3,406 shares; 2025Q1: 3,641 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,871 shares; 2026Q1: 3,921 shares 3,921 $1.88M 0.88% +50 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 4,368 shares; 2025Q1: 4,371 shares; 2025Q2: 4,376 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 4,333 shares 4,333 $1.85M 0.87% +2 Timeline HEDJ 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: 34,131 shares; 2024Q4: 34,284 shares; 2025Q1: 33,664 shares; 2025Q2: 34,807 shares; 2025Q3: 35,547 shares; 2025Q4: 34,484 shares; 2026Q1: 34,396 shares 34,396 $1.8M 0.85% -88 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,216 shares; 2024Q4: 13,886 shares; 2025Q1: 14,015 shares; 2025Q2: 14,134 shares; 2025Q3: 14,255 shares; 2025Q4: 14,386 shares; 2026Q1: 13,909 shares 13,909 $1.76M 0.83% -477 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 3,817 shares; 2025Q3: 4,009 shares; 2025Q4: 3,997 shares; 2026Q1: 4,045 shares 4,045 $1.58M 0.74% +48 Timeline SPYD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,066 shares 33,066 $1.51M 0.71% new 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: 6,479 shares; 2024Q4: 6,087 shares; 2025Q1: 5,908 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 6,090 shares; 2026Q1: 6,798 shares 6,798 $1.42M 0.67% +708 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 13,903 shares; 2025Q1: 13,903 shares; 2025Q2: 13,388 shares; 2025Q3: 13,001 shares; 2025Q4: 12,992 shares; 2026Q1: 12,899 shares 12,899 $1.41M 0.66% -93 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: 22,202 shares; 2024Q4: 21,593 shares; 2025Q1: 21,646 shares; 2025Q2: 21,398 shares; 2025Q3: 20,130 shares; 2025Q4: 20,217 shares; 2026Q1: 20,259 shares 20,259 $1.37M 0.64% +42 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: 6,506 shares; 2024Q4: 6,189 shares; 2025Q1: 6,168 shares; 2025Q2: 6,008 shares; 2025Q3: 6,071 shares; 2025Q4: 5,709 shares; 2026Q1: 5,709 shares 5,709 $1.34M 0.63% 0 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: 18,788 shares; 2024Q4: 18,606 shares; 2025Q1: 18,359 shares; 2025Q2: 17,985 shares; 2025Q3: 17,658 shares; 2025Q4: 17,480 shares; 2026Q1: 17,343 shares 17,343 $1.3M 0.61% -137 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: 11,233 shares; 2024Q4: 8,028 shares; 2025Q1: 8,060 shares; 2025Q2: 8,094 shares; 2025Q3: 8,126 shares; 2025Q4: 7,274 shares; 2026Q1: 7,292 shares 7,292 $1.24M 0.58% +18 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: 13,616 shares; 2024Q4: 13,697 shares; 2025Q1: 13,772 shares; 2025Q2: 13,299 shares; 2025Q3: 13,365 shares; 2025Q4: 26,623 shares; 2026Q1: 26,739 shares 26,739 $1.23M 0.58% +116 Timeline TQQQ 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: 22,415 shares; 2024Q4: 22,537 shares; 2025Q1: 22,537 shares; 2025Q2: 22,603 shares; 2025Q3: 22,909 shares; 2025Q4: 29,043 shares; 2026Q1: 29,080 shares 29,080 $1.21M 0.57% +37 Timeline FIW 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: 9,375 shares; 2024Q4: 9,424 shares; 2025Q1: 10,703 shares; 2025Q2: 10,928 shares; 2025Q3: 11,333 shares; 2025Q4: 11,930 shares; 2026Q1: 11,601 shares 11,601 $1.2M 0.56% -329 Timeline EWU 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: 25,033 shares; 2024Q4: 25,433 shares; 2025Q1: 25,433 shares; 2025Q2: 25,823 shares; 2025Q3: 25,823 shares; 2025Q4: 26,189 shares; 2026Q1: 26,089 shares 26,089 $1.19M 0.56% -100 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: 1,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,373 shares; 2025Q3: 3,822 shares; 2025Q4: 4,329 shares; 2026Q1: 5,805 shares 5,805 $1.18M 0.56% +1,476 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,734 shares; 2024Q4: 7,771 shares; 2025Q1: 7,816 shares; 2025Q2: 7,853 shares; 2025Q3: 7,737 shares; 2025Q4: 7,087 shares; 2026Q1: 6,821 shares 6,821 $1.18M 0.55% -266 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: 1,766 shares; 2024Q4: 1,769 shares; 2025Q1: 1,788 shares; 2025Q2: 1,789 shares; 2025Q3: 1,802 shares; 2025Q4: 1,702 shares; 2026Q1: 1,703 shares 1,703 $1.11M 0.52% +1 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,836 shares; 2024Q4: 151,944 shares; 2025Q1: 76,958 shares; 2025Q2: 75,934 shares; 2025Q3: 60,857 shares; 2025Q4: 60,044 shares; 2026Q1: 62,475 shares 62,475 $1.11M 0.52% +2,431 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: 11,732 shares; 2024Q4: 10,331 shares; 2025Q1: 7,568 shares; 2025Q2: 7,591 shares; 2025Q3: 7,613 shares; 2025Q4: 7,531 shares; 2026Q1: 7,547 shares 7,547 $1.11M 0.52% +16 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,571 shares; 2024Q4: 10,862 shares; 2025Q1: 10,905 shares; 2025Q2: 10,950 shares; 2025Q3: 10,997 shares; 2025Q4: 22,066 shares; 2026Q1: 22,133 shares 22,133 $1.11M 0.52% +67 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: 1,229 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,100 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099 $1.1M 0.52% 0 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: 27,955 shares; 2024Q4: 22,627 shares; 2025Q1: 24,167 shares; 2025Q2: 22,710 shares; 2025Q3: 22,886 shares; 2025Q4: 23,402 shares; 2026Q1: 21,602 shares 21,602 $1.08M 0.51% -1,800 Timeline XHB 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: 14,897 shares; 2024Q4: 14,916 shares; 2025Q1: 12,028 shares; 2025Q2: 11,506 shares; 2025Q3: 11,520 shares; 2025Q4: 10,734 shares; 2026Q1: 10,755 shares 10,755 $1.06M 0.5% +21 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,469 shares; 2024Q4: 4,353 shares; 2025Q1: 4,333 shares; 2025Q2: 4,365 shares; 2025Q3: 4,398 shares; 2025Q4: 4,000 shares; 2026Q1: 3,828 shares 3,828 $1.04M 0.49% -172 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: 10,409 shares; 2024Q4: 10,491 shares; 2025Q1: 11,694 shares; 2025Q2: 11,031 shares; 2025Q3: 11,157 shares; 2025Q4: 11,219 shares; 2026Q1: 11,275 shares 11,275 $1.02M 0.48% +56 Timeline SPHD 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: 21,402 shares; 2024Q4: 20,048 shares; 2025Q1: 20,574 shares; 2025Q2: 20,028 shares; 2025Q3: 19,259 shares; 2025Q4: 19,638 shares; 2026Q1: 19,590 shares 19,590 $972K 0.46% -48 Timeline LIT 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: 15,297 shares; 2024Q4: 12,070 shares; 2025Q1: 12,355 shares; 2025Q2: 12,355 shares; 2025Q3: 12,721 shares; 2025Q4: 12,912 shares; 2026Q1: 12,942 shares 12,942 $962K 0.45% +30 Timeline VAW 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: 4,714 shares; 2024Q4: 3,980 shares; 2025Q1: 3,994 shares; 2025Q2: 4,010 shares; 2025Q3: 4,023 shares; 2025Q4: 3,767 shares; 2026Q1: 3,776 shares 3,776 $852K 0.4% +9 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,721 shares; 2025Q2: 3,726 shares; 2025Q3: 3,733 shares; 2025Q4: 4,274 shares; 2026Q1: 4,717 shares 4,717 $851K 0.4% +443 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: 3,389 shares; 2024Q4: 3,447 shares; 2025Q1: 3,455 shares; 2025Q2: 3,464 shares; 2025Q3: 3,471 shares; 2025Q4: 3,477 shares; 2026Q1: 3,485 shares 3,485 $758K 0.36% +8 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 2,840 shares; 2025Q1: 2,841 shares; 2025Q2: 2,843 shares; 2025Q3: 2,844 shares; 2025Q4: 2,845 shares; 2026Q1: 2,846 shares 2,846 $757K 0.36% +1 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,498 shares; 2024Q4: 22,636 shares; 2025Q1: 22,785 shares; 2025Q2: 22,936 shares; 2025Q3: 23,084 shares; 2025Q4: 20,680 shares; 2026Q1: 20,718 shares 20,718 $747K 0.35% +38 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,437 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,450 shares; 2025Q4: 3,463 shares; 2026Q1: 3,469 shares 3,469 $747K 0.35% +6 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,146 shares; 2026Q1: 14,086 shares 14,086 $744K 0.35% +940 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,171 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares; 2025Q4: 2,172 shares; 2026Q1: 2,173 shares 2,173 $711K 0.33% +1 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 5,667 shares; 2025Q2: 5,674 shares; 2025Q3: 5,678 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares 5,677 $706K 0.33% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,324 shares; 2026Q1: 2,324 shares 2,324 $703K 0.33% 0 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: 1,023 shares; 2024Q4: 884 shares; 2025Q1: 727 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 730 shares 730 $673K 0.32% +1 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,935 shares; 2024Q4: 10,949 shares; 2025Q1: 10,967 shares; 2025Q2: 10,978 shares; 2025Q3: 10,991 shares; 2025Q4: 11,007 shares; 2026Q1: 11,021 shares 11,021 $630K 0.3% +14 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 16,902 shares; 2025Q1: 16,474 shares; 2025Q2: 16,585 shares; 2025Q3: 16,699 shares; 2025Q4: 16,814 shares; 2026Q1: 16,716 shares 16,716 $621K 0.29% -98 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,152 shares; 2024Q4: 7,194 shares; 2025Q1: 7,239 shares; 2025Q2: 7,283 shares; 2025Q3: 7,328 shares; 2025Q4: 7,370 shares; 2026Q1: 7,417 shares 7,417 $602K 0.28% +47 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: 2,730 shares; 2024Q4: 2,735 shares; 2025Q1: 2,742 shares; 2025Q2: 2,747 shares; 2025Q3: 2,753 shares; 2025Q4: 5,512 shares; 2026Q1: 5,519 shares 5,519 $602K 0.28% +7 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: 7,034 shares; 2024Q4: 6,708 shares; 2025Q1: 6,754 shares; 2025Q2: 6,829 shares; 2025Q3: 6,904 shares; 2025Q4: 6,979 shares; 2026Q1: 7,013 shares 7,013 $581K 0.27% +34 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,280 shares; 2025Q1: 6,280 shares; 2025Q2: 6,290 shares; 2025Q3: 6,503 shares; 2025Q4: 6,702 shares; 2026Q1: 6,706 shares 6,706 $581K 0.27% +4 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 2,953 shares; 2025Q1: 2,961 shares; 2025Q2: 2,976 shares; 2025Q3: 2,988 shares; 2025Q4: 3,001 shares; 2026Q1: 3,012 shares 3,012 $571K 0.27% +11 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: 3,722 shares; 2024Q4: 3,122 shares; 2025Q1: 2,583 shares; 2025Q2: 2,585 shares; 2025Q3: 2,586 shares; 2025Q4: 1,975 shares; 2026Q1: 1,976 shares 1,976 $569K 0.27% +1 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,837 shares; 2024Q4: 16,895 shares; 2025Q1: 16,956 shares; 2025Q2: 17,021 shares; 2025Q3: 15,089 shares; 2025Q4: 15,141 shares; 2026Q1: 15,190 shares 15,190 $568K 0.27% +49 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: 1,789 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares 1,571 $517K 0.24% 0 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: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 894 shares; 2025Q3: 895 shares; 2025Q4: 893 shares; 2026Q1: 894 shares 894 $512K 0.24% +1 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,302 shares; 2025Q1: 3,325 shares; 2025Q2: 3,353 shares; 2025Q3: 3,380 shares; 2025Q4: 3,403 shares; 2026Q1: 3,354 shares 3,354 $508K 0.24% -49 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: 5,273 shares; 2024Q4: 4,972 shares; 2025Q1: 4,987 shares; 2025Q2: 5,004 shares; 2025Q3: 4,863 shares; 2025Q4: 3,483 shares; 2026Q1: 3,488 shares 3,488 $504K 0.24% +5 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 9,290 shares; 2025Q1: 9,295 shares; 2025Q2: 9,187 shares; 2025Q3: 9,195 shares; 2025Q4: 9,196 shares; 2026Q1: 9,364 shares 9,364 $500K 0.23% +168 Timeline KRE 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: 8,284 shares; 2024Q4: 8,259 shares; 2025Q1: 7,850 shares; 2025Q2: 7,894 shares; 2025Q3: 7,335 shares; 2025Q4: 7,372 shares; 2026Q1: 7,405 shares 7,405 $483K 0.23% +33 Timeline IYH 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: 11,120 shares; 2024Q4: 11,154 shares; 2025Q1: 8,487 shares; 2025Q2: 7,674 shares; 2025Q3: 7,698 shares; 2025Q4: 7,726 shares; 2026Q1: 7,749 shares 7,749 $478K 0.22% +23 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,369 shares; 2025Q1: 1,370 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares; 2026Q1: 1,373 shares 1,373 $472K 0.22% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,487 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,491 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $469K 0.22% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,255 shares; 2026Q1: 9,328 shares 9,328 $468K 0.22% +73 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,369 shares; 2025Q3: 5,369 shares; 2025Q4: 5,369 shares; 2026Q1: 9,630 shares 9,630 $467K 0.22% +4,261 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 7,257 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares; 2026Q1: 7,257 shares 7,257 $466K 0.22% 0 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: 2,802 shares; 2024Q4: 2,740 shares; 2025Q1: 2,750 shares; 2025Q2: 2,761 shares; 2025Q3: 2,771 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $463K 0.22% 0 Timeline INDA 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: 13,357 shares; 2024Q4: 13,452 shares; 2025Q1: 13,452 shares; 2025Q2: 13,452 shares; 2025Q3: 9,666 shares; 2025Q4: 9,664 shares; 2026Q1: 9,664 shares 9,664 $453K 0.21% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,700 shares; 2025Q1: 9,783 shares; 2025Q2: 6,072 shares; 2025Q3: 6,118 shares; 2025Q4: 6,144 shares; 2026Q1: 6,165 shares 6,165 $449K 0.21% +21 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,563 shares; 2025Q1: 3,573 shares; 2025Q2: 3,584 shares; 2025Q3: 3,597 shares; 2025Q4: 3,603 shares; 2026Q1: 3,606 shares 3,606 $427K 0.2% +3 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: 20,250 shares; 2024Q4: 20,989 shares; 2025Q1: 21,205 shares; 2025Q2: 21,759 shares; 2025Q3: 22,029 shares; 2025Q4: 22,061 shares; 2026Q1: 22,091 shares 22,091 $426K 0.2% +30 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: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,234 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $417K 0.2% 0 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,500 shares; 2024Q4: 42,500 shares; 2025Q1: 42,500 shares; 2025Q2: 38,500 shares; 2025Q3: 38,500 shares; 2025Q4: 44,500 shares; 2026Q1: 44,500 shares 44,500 $410K 0.19% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,107 shares; 2025Q1: 5,154 shares; 2025Q2: 5,195 shares; 2025Q3: 5,240 shares; 2025Q4: 5,268 shares; 2026Q1: 4,599 shares 4,599 $408K 0.19% -669 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,700 shares; 2024Q4: 32,700 shares; 2025Q1: 33,200 shares; 2025Q2: 33,200 shares; 2025Q3: 33,200 shares; 2025Q4: 33,200 shares; 2026Q1: 36,200 shares 36,200 $404K 0.19% +3,000 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: 1,532 shares; 2024Q4: 1,238 shares; 2025Q1: 1,242 shares; 2025Q2: 1,241 shares; 2025Q3: 1,242 shares; 2025Q4: 1,246 shares; 2026Q1: 1,248 shares 1,248 $401K 0.19% +2 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares 4,261 $398K 0.19% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,509 shares; 2025Q1: 2,617 shares; 2025Q2: 2,634 shares; 2025Q3: 2,649 shares; 2025Q4: 2,665 shares; 2026Q1: 2,680 shares 2,680 $397K 0.19% +15 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,617 shares; 2025Q1: 9,632 shares; 2025Q2: 9,277 shares; 2025Q3: 9,286 shares; 2025Q4: 9,286 shares; 2026Q1: 8,691 shares 8,691 $393K 0.18% -595 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: 1,803 shares; 2024Q4: 1,278 shares; 2025Q1: 1,282 shares; 2025Q2: 1,287 shares; 2025Q3: 1,290 shares; 2025Q4: 1,294 shares; 2026Q1: 1,298 shares 1,298 $382K 0.18% +4 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 3,306 shares; 2025Q1: 3,311 shares; 2025Q2: 3,319 shares; 2025Q3: 3,326 shares; 2025Q4: 3,335 shares; 2026Q1: 3,028 shares 3,028 $377K 0.18% -307 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,134 shares; 2025Q1: 6,177 shares; 2025Q2: 6,217 shares; 2025Q3: 6,255 shares; 2025Q4: 6,279 shares; 2026Q1: 6,300 shares 6,300 $375K 0.18% +21 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,991 shares; 2024Q4: 34,177 shares; 2025Q1: 18,551 shares; 2025Q2: 18,700 shares; 2025Q3: 18,827 shares; 2025Q4: 18,953 shares; 2026Q1: 19,158 shares 19,158 $367K 0.17% +205 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,079 shares; 2024Q4: 17,255 shares; 2025Q1: 17,305 shares; 2025Q2: 17,385 shares; 2025Q3: 17,459 shares; 2025Q4: 14,853 shares; 2026Q1: 12,065 shares 12,065 $366K 0.17% -2,788 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,438 shares; 2025Q1: 3,442 shares; 2025Q2: 3,447 shares; 2025Q3: 3,452 shares; 2025Q4: 3,456 shares; 2026Q1: 3,462 shares 3,462 $356K 0.17% +6 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: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $344K 0.16% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares 2,231 $338K 0.16% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 2,908 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,910 shares; 2025Q4: 2,909 shares; 2026Q1: 2,735 shares 2,735 $325K 0.15% -174 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $321K 0.15% 0 Timeline FAN 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: 12,853 shares; 2024Q4: 12,855 shares; 2025Q1: 12,856 shares; 2025Q2: 12,863 shares; 2025Q3: 12,869 shares; 2025Q4: 12,871 shares; 2026Q1: 12,871 shares 12,871 $318K 0.15% 0 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $315K 0.15% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares; 2026Q1: 5,126 shares 5,126 $311K 0.15% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $311K 0.15% 0 Timeline RSPS 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: 13,717 shares; 2024Q4: 13,774 shares; 2025Q1: 13,826 shares; 2025Q2: 13,875 shares; 2025Q3: 13,932 shares; 2025Q4: 11,743 shares; 2026Q1: 10,527 shares 10,527 $311K 0.15% -1,216 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: 1,880 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 1,900 shares; 2025Q3: 1,908 shares; 2025Q4: 1,914 shares; 2026Q1: 1,920 shares 1,920 $311K 0.15% +6 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,235 shares; 2024Q4: 12,250 shares; 2025Q1: 12,332 shares; 2025Q2: 12,344 shares; 2025Q3: 12,353 shares; 2025Q4: 8,266 shares; 2026Q1: 8,272 shares 8,272 $310K 0.15% +6 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: 1,282 shares; 2024Q4: 1,262 shares; 2025Q1: 1,264 shares; 2025Q2: 1,253 shares; 2025Q3: 1,231 shares; 2025Q4: 1,232 shares; 2026Q1: 1,233 shares 1,233 $307K 0.14% +1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 19,533 shares; 2025Q1: 19,375 shares; 2025Q2: 19,045 shares; 2025Q3: 18,534 shares; 2025Q4: 5,570 shares; 2026Q1: 3,923 shares 3,923 $303K 0.14% -1,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,092 shares; 2025Q4: 842 shares; 2026Q1: 845 shares 845 $302K 0.14% +3 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,800 shares 10,800 $298K 0.14% +300 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: 992 shares; 2024Q4: 994 shares; 2025Q1: 996 shares; 2025Q2: 998 shares; 2025Q3: 1,000 shares; 2025Q4: 912 shares; 2026Q1: 914 shares 914 $284K 0.13% +2 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: 10,015 shares; 2024Q4: 10,120 shares; 2025Q1: 10,219 shares; 2025Q2: 10,091 shares; 2025Q3: 10,177 shares; 2025Q4: 9,686 shares; 2026Q1: 9,774 shares 9,774 $283K 0.13% +88 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares 8,210 $264K 0.12% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,905 shares 2,905 $263K 0.12% 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: 2,345 shares; 2024Q4: 2,357 shares; 2025Q1: 2,367 shares; 2025Q2: 2,379 shares; 2025Q3: 2,391 shares; 2025Q4: not reported; 2026Q1: 4,188 shares 4,188 $257K 0.12% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,042 shares; 2025Q1: 2,856 shares; 2025Q2: 2,869 shares; 2025Q3: 2,882 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $248K 0.12% 0 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: 2,488 shares; 2024Q4: 2,502 shares; 2025Q1: 2,819 shares; 2025Q2: 2,829 shares; 2025Q3: 2,842 shares; 2025Q4: 2,852 shares; 2026Q1: 2,174 shares 2,174 $246K 0.12% -678 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $245K 0.12% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 969 shares 969 $243K 0.11% new 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: 2,023 shares; 2024Q4: 2,035 shares; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,805 shares 1,805 $238K 0.11% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,431 shares; 2024Q4: 46,431 shares; 2025Q1: 32,431 shares; 2025Q2: 27,431 shares; 2025Q3: 27,431 shares; 2025Q4: 27,431 shares; 2026Q1: 27,431 shares 27,431 $238K 0.11% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 10,339 shares; 2025Q1: 10,564 shares; 2025Q2: 5,582 shares; 2025Q3: 5,714 shares; 2025Q4: 5,713 shares; 2026Q1: 5,713 shares 5,713 $235K 0.11% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,351 shares 1,351 $231K 0.11% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $230K 0.11% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,921 shares; 2025Q1: 2,937 shares; 2025Q2: 2,953 shares; 2025Q3: 2,972 shares; 2025Q4: 2,988 shares; 2026Q1: 3,007 shares 3,007 $220K 0.1% +19 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES 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: 5,507 shares 5,507 $217K 0.1% new 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: 14,007 shares; 2024Q4: 14,176 shares; 2025Q1: 11,682 shares; 2025Q2: 11,867 shares; 2025Q3: 12,057 shares; 2025Q4: 12,251 shares; 2026Q1: 12,453 shares 12,453 $214K 0.1% +202 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: 4,447 shares; 2024Q4: 4,293 shares; 2025Q1: 4,293 shares; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares; 2025Q4: 4,293 shares; 2026Q1: 4,293 shares 4,293 $212K 0.1% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,928 shares; 2025Q1: 1,929 shares; 2025Q2: 1,930 shares; 2025Q3: 1,931 shares; 2025Q4: 1,681 shares; 2026Q1: 1,602 shares 1,602 $212K 0.1% -79 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,419 shares; 2025Q1: 2,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,511 shares 1,511 $211K 0.1% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 472 shares 472 $211K 0.1% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares 1,882 $208K 0.1% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210 $207K 0.1% new Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,849 shares; 2024Q4: 19,833 shares; 2025Q1: 19,845 shares; 2025Q2: 16,132 shares; 2025Q3: 16,132 shares; 2025Q4: 16,132 shares; 2026Q1: 16,132 shares 16,132 $185K 0.09% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,729 shares; 2024Q4: 48,252 shares; 2025Q1: 49,164 shares; 2025Q2: 50,131 shares; 2025Q3: 51,103 shares; 2025Q4: 14,496 shares; 2026Q1: 14,981 shares 14,981 $181K 0.08% +485 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 24,500 shares; 2025Q2: 20,500 shares; 2025Q3: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $170K 0.08% 0 Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,000 shares; 2026Q1: 41,000 shares 41,000 $161K 0.08% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 14,500 shares 14,500 $145K 0.07% +4,000 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $121K 0.06% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $109K 0.05% 0 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $102K 0.05% 0 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND 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: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $102K 0.05% 0 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD 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: 12,000 shares; 2025Q3: 20,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $98.4K 0.05% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $71.2K 0.03% 0 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,369 shares; 2024Q4: 26,369 shares; 2025Q1: 26,369 shares; 2025Q2: 26,369 shares; 2025Q3: 26,369 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $70K 0.03% 0 Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $68.2K 0.03% 0 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 17,977 shares 17,977 $61.1K 0.03% +1,227 Timeline