AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 9,719 shares; 2025Q1: 10,177 shares; 2025Q2: 13,964 shares; 2025Q3: 227,579 shares; 2025Q4: 262,041 shares; 2026Q1: 291,946 shares 291,946 $29M 7.01% +29,905 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279,789 shares; 2025Q4: 323,278 shares; 2026Q1: 373,851 shares 373,851 $21.3M 5.14% +50,573 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772,294 shares; 2025Q4: 850,538 shares; 2026Q1: 935,273 shares 935,273 $20.1M 4.86% +84,735 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521,948 shares; 2025Q1: 524,167 shares; 2025Q2: 519,199 shares; 2025Q3: 503,159 shares; 2025Q4: 466,976 shares; 2026Q1: 454,609 shares 454,609 $16.9M 4.1% -12,367 Timeline QDEC 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: 59,589 shares; 2024Q4: 1,857,060 shares; 2025Q1: 2,003,060 shares; 2025Q2: 2,111,190 shares; 2025Q3: 536,296 shares; 2025Q4: 508,569 shares; 2026Q1: 485,639 shares 485,639 $15.3M 3.69% -22,930 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163,426 shares; 2025Q4: 184,040 shares; 2026Q1: 205,420 shares 205,420 $13.9M 3.36% +21,380 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: 10,650 shares; 2024Q4: 14,217 shares; 2025Q1: 21,809 shares; 2025Q2: 28,247 shares; 2025Q3: 29,022 shares; 2025Q4: 68,379 shares; 2026Q1: 74,999 shares 74,999 $9.97M 2.41% +6,620 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265,329 shares; 2025Q1: 271,085 shares; 2025Q2: 274,754 shares; 2025Q3: 272,143 shares; 2025Q4: 232,226 shares; 2026Q1: 226,717 shares 226,717 $8.76M 2.12% -5,509 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: 105,357 shares; 2024Q4: 24,706 shares; 2025Q1: 27,633 shares; 2025Q2: 31,457 shares; 2025Q3: 20,107 shares; 2025Q4: 21,091 shares; 2026Q1: 19,062 shares 19,062 $8.2M 1.98% -2,029 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265,663 shares; 2025Q1: 270,543 shares; 2025Q2: 267,914 shares; 2025Q3: 262,320 shares; 2025Q4: 351,975 shares; 2026Q1: 350,515 shares 350,515 $7.71M 1.86% -1,460 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,123 shares; 2025Q4: 162,722 shares; 2026Q1: 170,030 shares 170,030 $7.24M 1.75% +7,308 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263,194 shares; 2025Q4: 291,898 shares; 2026Q1: 321,888 shares 321,888 $6.58M 1.59% +29,990 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,731 shares; 2025Q4: 77,742 shares; 2026Q1: 88,552 shares 88,552 $6.18M 1.49% +10,810 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: 39,708 shares; 2025Q4: 54,360 shares; 2026Q1: 66,342 shares 66,342 $6.01M 1.45% +11,982 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: 28,322 shares; 2024Q4: 28,561 shares; 2025Q1: 27,079 shares; 2025Q2: 27,350 shares; 2025Q3: 27,335 shares; 2025Q4: 26,084 shares; 2026Q1: 26,118 shares 26,118 $5.44M 1.32% +34 Timeline XDEC 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: 136,840 shares; 2024Q4: 130,935 shares; 2025Q1: 129,528 shares; 2025Q2: 127,038 shares; 2025Q3: 123,812 shares; 2025Q4: 121,900 shares; 2026Q1: 126,364 shares 126,364 $5.09M 1.23% +4,464 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,865 shares; 2025Q1: 126,020 shares; 2025Q2: 124,565 shares; 2025Q3: 121,949 shares; 2025Q4: 122,211 shares; 2026Q1: 116,972 shares 116,972 $5.08M 1.23% -5,239 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,234 shares; 2025Q4: 116,370 shares; 2026Q1: 119,799 shares 119,799 $4.77M 1.15% +3,429 Timeline QMAR 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: 221,628 shares; 2024Q4: 199,766 shares; 2025Q1: 195,071 shares; 2025Q2: 188,848 shares; 2025Q3: 149,611 shares; 2025Q4: 145,271 shares; 2026Q1: 140,692 shares 140,692 $4.73M 1.14% -4,579 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: 11,189 shares; 2024Q4: 12,516 shares; 2025Q1: 11,942 shares; 2025Q2: 12,056 shares; 2025Q3: 12,233 shares; 2025Q4: 16,242 shares; 2026Q1: 16,434 shares 16,434 $4.73M 1.14% +192 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: 104,768 shares; 2024Q4: 105,928 shares; 2025Q1: 105,409 shares; 2025Q2: 106,523 shares; 2025Q3: 108,471 shares; 2025Q4: 106,260 shares; 2026Q1: 103,951 shares 103,951 $4.53M 1.1% -2,309 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: 40,411 shares; 2024Q4: 38,725 shares; 2025Q1: 36,722 shares; 2025Q2: 36,510 shares; 2025Q3: 36,808 shares; 2025Q4: 24,323 shares; 2026Q1: 24,813 shares 24,813 $4.33M 1.05% +490 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,176 shares; 2025Q4: 78,518 shares; 2026Q1: 101,539 shares 101,539 $4.09M 0.99% +23,021 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: 34,676 shares; 2024Q4: 32,862 shares; 2025Q1: 35,539 shares; 2025Q2: 37,292 shares; 2025Q3: 12,363 shares; 2025Q4: 12,638 shares; 2026Q1: 12,070 shares 12,070 $3.87M 0.94% -568 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: 107,216 shares; 2024Q4: 94,905 shares; 2025Q1: 104,281 shares; 2025Q2: 111,102 shares; 2025Q3: 33,678 shares; 2025Q4: 35,048 shares; 2026Q1: 34,013 shares 34,013 $3.75M 0.91% -1,035 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: 3,906 shares; 2024Q4: 4,958 shares; 2025Q1: 7,562 shares; 2025Q2: 10,304 shares; 2025Q3: 12,389 shares; 2025Q4: 29,469 shares; 2026Q1: 33,490 shares 33,490 $3.65M 0.88% +4,021 Timeline FIIG 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: 163,870 shares; 2024Q4: 166,463 shares; 2025Q1: 168,426 shares; 2025Q2: 171,634 shares; 2025Q3: 176,652 shares; 2025Q4: 173,904 shares; 2026Q1: 175,186 shares 175,186 $3.64M 0.88% +1,282 Timeline QJUN 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: 193,517 shares; 2024Q4: 142,179 shares; 2025Q1: 137,587 shares; 2025Q2: 129,312 shares; 2025Q3: 134,599 shares; 2025Q4: 127,942 shares; 2026Q1: 114,440 shares 114,440 $3.58M 0.86% -13,502 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: 21,932 shares; 2024Q4: 21,687 shares; 2025Q1: 21,741 shares; 2025Q2: 21,763 shares; 2025Q3: 21,750 shares; 2025Q4: 21,750 shares; 2026Q1: 21,984 shares 21,984 $3.41M 0.83% +234 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,557 shares; 2025Q1: 1,602 shares; 2025Q2: 1,617 shares; 2025Q3: 2,093 shares; 2025Q4: 2,815 shares; 2026Q1: 5,281 shares 5,281 $3.16M 0.76% +2,466 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,155 shares; 2025Q4: 81,652 shares; 2026Q1: 117,826 shares 117,826 $2.92M 0.71% +36,174 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: 5,869 shares; 2024Q4: 5,374 shares; 2025Q1: 5,420 shares; 2025Q2: 5,533 shares; 2025Q3: 4,625 shares; 2025Q4: 4,778 shares; 2026Q1: 4,847 shares 4,847 $2.8M 0.68% +69 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,152 shares; 2025Q4: 116,821 shares; 2026Q1: 129,939 shares 129,939 $2.78M 0.67% +13,118 Timeline LGOV 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: 118,941 shares; 2024Q4: 121,104 shares; 2025Q1: 122,037 shares; 2025Q2: 124,450 shares; 2025Q3: 127,764 shares; 2025Q4: 124,471 shares; 2026Q1: 123,380 shares 123,380 $2.66M 0.64% -1,091 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: 6,421 shares; 2024Q4: 7,080 shares; 2025Q1: 6,839 shares; 2025Q2: 10,097 shares; 2025Q3: 10,851 shares; 2025Q4: 10,573 shares; 2026Q1: 10,316 shares 10,316 $2.62M 0.63% -257 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,349 shares; 2024Q4: 54,253 shares; 2025Q1: 54,104 shares; 2025Q2: 57,286 shares; 2025Q3: 60,268 shares; 2025Q4: 96,901 shares; 2026Q1: 102,446 shares 102,446 $2.62M 0.63% +5,545 Timeline IEI 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: 35,411 shares; 2024Q4: 32,042 shares; 2025Q1: 36,740 shares; 2025Q2: 39,281 shares; 2025Q3: 19,647 shares; 2025Q4: 21,194 shares; 2026Q1: 21,996 shares 21,996 $2.61M 0.63% +802 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: 14,485 shares; 2024Q4: 14,358 shares; 2025Q1: 13,385 shares; 2025Q2: 14,390 shares; 2025Q3: 18,437 shares; 2025Q4: 26,416 shares; 2026Q1: 40,580 shares 40,580 $2.6M 0.63% +14,164 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,596 shares; 2024Q4: 58,983 shares; 2025Q1: 65,808 shares; 2025Q2: 68,841 shares; 2025Q3: 28,095 shares; 2025Q4: 30,321 shares; 2026Q1: 31,070 shares 31,070 $2.57M 0.62% +749 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,568 shares; 2024Q4: 26,375 shares; 2025Q1: 26,451 shares; 2025Q2: 27,039 shares; 2025Q3: 27,954 shares; 2025Q4: 49,704 shares; 2026Q1: 52,423 shares 52,423 $2.55M 0.62% +2,719 Timeline QMMY 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: 322,165 shares; 2024Q4: 91,030 shares; 2025Q1: 88,729 shares; 2025Q2: 140,875 shares; 2025Q3: 115,203 shares; 2025Q4: 108,188 shares; 2026Q1: 102,387 shares 102,387 $2.54M 0.61% -5,801 Timeline UCON 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: 103,405 shares; 2024Q4: 104,768 shares; 2025Q1: 105,405 shares; 2025Q2: 107,667 shares; 2025Q3: 109,224 shares; 2025Q4: 106,160 shares; 2026Q1: 102,503 shares 102,503 $2.54M 0.61% -3,657 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885,024 shares; 2025Q1: 922,046 shares; 2025Q2: 909,844 shares; 2025Q3: 158,116 shares; 2025Q4: 159,094 shares; 2026Q1: 146,781 shares 146,781 $2.52M 0.61% -12,313 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: 57,620 shares; 2024Q4: 56,867 shares; 2025Q1: 56,604 shares; 2025Q2: 58,004 shares; 2025Q3: 60,823 shares; 2025Q4: 102,372 shares; 2026Q1: 108,578 shares 108,578 $2.49M 0.6% +6,206 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 reported; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 3,277 shares; 2025Q3: 13,098 shares; 2025Q4: 17,569 shares; 2026Q1: 22,958 shares 22,958 $2.44M 0.59% +5,389 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: 19,658 shares; 2024Q4: 18,631 shares; 2025Q1: 18,250 shares; 2025Q2: 18,129 shares; 2025Q3: 18,931 shares; 2025Q4: 33,686 shares; 2026Q1: 35,252 shares 35,252 $2.41M 0.58% +1,566 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,485 shares; 2026Q1: 90,157 shares 90,157 $2.39M 0.58% +5,672 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,878 shares; 2025Q4: 62,199 shares; 2026Q1: 77,893 shares 77,893 $2.27M 0.55% +15,694 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: 4,507 shares; 2024Q4: 4,787 shares; 2025Q1: 6,015 shares; 2025Q2: 8,665 shares; 2025Q3: 8,441 shares; 2025Q4: 8,889 shares; 2026Q1: 9,246 shares 9,246 $2.2M 0.53% +357 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 3,338 shares; 2025Q1: 4,722 shares; 2025Q2: 7,345 shares; 2025Q3: 13,234 shares; 2025Q4: 17,123 shares; 2026Q1: 19,676 shares 19,676 $2.18M 0.53% +2,553 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,640 shares; 2025Q3: 54,218 shares; 2025Q4: 68,404 shares; 2026Q1: 67,735 shares 67,735 $2.08M 0.5% -669 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: 2,645 shares; 2024Q4: 3,069 shares; 2025Q1: 4,068 shares; 2025Q2: 5,814 shares; 2025Q3: 10,759 shares; 2025Q4: 12,951 shares; 2026Q1: 13,901 shares 13,901 $2.04M 0.49% +950 Timeline XIDE 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: 166,684 shares; 2024Q4: 155,481 shares; 2025Q1: 135,795 shares; 2025Q2: 84,684 shares; 2025Q3: 82,753 shares; 2025Q4: 70,368 shares; 2026Q1: 67,904 shares 67,904 $2.02M 0.49% -2,464 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,741 shares; 2025Q4: 65,049 shares; 2026Q1: 64,571 shares 64,571 $1.96M 0.47% -478 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,499 shares; 2024Q4: 27,256 shares; 2025Q1: 23,827 shares; 2025Q2: 26,764 shares; 2025Q3: 29,079 shares; 2025Q4: 32,432 shares; 2026Q1: 31,978 shares 31,978 $1.92M 0.46% -454 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: 40,662 shares; 2024Q4: 36,777 shares; 2025Q1: 40,215 shares; 2025Q2: 43,706 shares; 2025Q3: 15,014 shares; 2025Q4: 16,068 shares; 2026Q1: 16,063 shares 16,063 $1.9M 0.46% -5 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: 1,977 shares; 2024Q4: 1,844 shares; 2025Q1: 1,884 shares; 2025Q2: 1,985 shares; 2025Q3: 2,093 shares; 2025Q4: 4,795 shares; 2026Q1: 5,000 shares 5,000 $1.86M 0.45% +205 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: 1,874 shares; 2024Q4: 2,412 shares; 2025Q1: 3,460 shares; 2025Q2: 4,407 shares; 2025Q3: 8,378 shares; 2025Q4: 10,593 shares; 2026Q1: 10,493 shares 10,493 $1.7M 0.41% -100 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: 4,299 shares; 2024Q4: 4,942 shares; 2025Q1: 6,702 shares; 2025Q2: 8,500 shares; 2025Q3: 13,728 shares; 2025Q4: 17,035 shares; 2026Q1: 18,794 shares 18,794 $1.54M 0.37% +1,759 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: 540 shares; 2024Q4: 561 shares; 2025Q1: 578 shares; 2025Q2: 598 shares; 2025Q3: 658 shares; 2025Q4: 2,615 shares; 2026Q1: 2,687 shares 2,687 $1.54M 0.37% +72 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: 16,116 shares; 2024Q4: 15,728 shares; 2025Q1: 15,607 shares; 2025Q2: 15,440 shares; 2025Q3: 15,359 shares; 2025Q4: 15,359 shares; 2026Q1: 16,283 shares 16,283 $1.53M 0.37% +924 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,743 shares; 2024Q4: 15,980 shares; 2025Q1: 15,613 shares; 2025Q2: 15,561 shares; 2025Q3: 15,396 shares; 2025Q4: 13,155 shares; 2026Q1: 13,434 shares 13,434 $1.49M 0.36% +279 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 1,052 shares; 2025Q4: 4,321 shares; 2026Q1: 4,401 shares 4,401 $1.49M 0.36% +80 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: 30,111 shares; 2024Q4: 29,655 shares; 2025Q1: 30,590 shares; 2025Q2: 30,357 shares; 2025Q3: 30,648 shares; 2025Q4: 30,696 shares; 2026Q1: 31,514 shares 31,514 $1.48M 0.36% +818 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,229 shares; 2025Q4: 22,883 shares; 2026Q1: 30,612 shares 30,612 $1.44M 0.35% +7,729 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: 25,101 shares; 2024Q4: 25,783 shares; 2025Q1: 22,280 shares; 2025Q2: 24,284 shares; 2025Q3: 26,346 shares; 2025Q4: 29,196 shares; 2026Q1: 30,486 shares 30,486 $1.43M 0.35% +1,290 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: 17,630 shares; 2024Q4: 16,561 shares; 2025Q1: 17,260 shares; 2025Q2: 17,181 shares; 2025Q3: 17,203 shares; 2025Q4: 14,630 shares; 2026Q1: 15,041 shares 15,041 $1.4M 0.34% +411 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: 5,041 shares; 2024Q4: 4,966 shares; 2025Q1: 5,521 shares; 2025Q2: 5,870 shares; 2025Q3: 5,914 shares; 2025Q4: 3,708 shares; 2026Q1: 3,733 shares 3,733 $1.38M 0.33% +25 Timeline XJAN 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: 254,369 shares; 2024Q4: 10,462 shares; 2025Q1: 10,729 shares; 2025Q2: 10,383 shares; 2025Q3: 10,289 shares; 2025Q4: 10,188 shares; 2026Q1: 38,066 shares 38,066 $1.38M 0.33% +27,878 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: 1,421 shares; 2024Q4: 1,408 shares; 2025Q1: 1,404 shares; 2025Q2: 1,417 shares; 2025Q3: 1,426 shares; 2025Q4: 1,577 shares; 2026Q1: 1,584 shares 1,584 $1.37M 0.33% +7 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: 1,489 shares; 2024Q4: 1,625 shares; 2025Q1: 1,490 shares; 2025Q2: 1,486 shares; 2025Q3: 1,208 shares; 2025Q4: 1,761 shares; 2026Q1: 2,088 shares 2,088 $1.36M 0.33% +327 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: 15,579 shares; 2024Q4: 15,562 shares; 2025Q1: 16,018 shares; 2025Q2: 18,340 shares; 2025Q3: 20,268 shares; 2025Q4: 23,551 shares; 2026Q1: 23,807 shares 23,807 $1.35M 0.33% +256 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,978 shares; 2025Q4: 13,619 shares; 2026Q1: 14,432 shares 14,432 $1.32M 0.32% +813 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,335 shares; 2025Q4: 7,506 shares; 2026Q1: 7,872 shares 7,872 $1.29M 0.31% +366 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,995 shares; 2026Q1: 11,483 shares 11,483 $1.27M 0.31% +488 Timeline GOVI 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: 45,746 shares; 2024Q4: 45,210 shares; 2025Q1: 35,449 shares; 2025Q2: 38,767 shares; 2025Q3: 41,198 shares; 2025Q4: 44,035 shares; 2026Q1: 45,410 shares 45,410 $1.24M 0.3% +1,375 Timeline QMAG 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: 2,889,665 shares; 2024Q4: 110,119 shares; 2025Q1: 108,631 shares; 2025Q2: 103,099 shares; 2025Q3: 78,804 shares; 2025Q4: 81,261 shares; 2026Q1: 53,311 shares 53,311 $1.23M 0.3% -27,950 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,167 shares; 2024Q4: 16,419 shares; 2025Q1: 16,412 shares; 2025Q2: 18,804 shares; 2025Q3: 18,303 shares; 2025Q4: 18,229 shares; 2026Q1: 17,518 shares 17,518 $1.23M 0.3% -711 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,709 shares; 2026Q1: 12,770 shares 12,770 $1.23M 0.3% +1,061 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,457 shares; 2024Q4: 16,501 shares; 2025Q1: 16,838 shares; 2025Q2: 19,133 shares; 2025Q3: 20,731 shares; 2025Q4: 22,819 shares; 2026Q1: 22,199 shares 22,199 $1.21M 0.29% -620 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 10,316 shares; 2025Q1: 10,083 shares; 2025Q2: 11,113 shares; 2025Q3: 13,160 shares; 2025Q4: 16,522 shares; 2026Q1: 22,387 shares 22,387 $1.21M 0.29% +5,865 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 reported; 2024Q4: not reported; 2025Q1: 2,611 shares; 2025Q2: not reported; 2025Q3: 7,644 shares; 2025Q4: 18,703 shares; 2026Q1: 19,578 shares 19,578 $1.2M 0.29% +875 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,958 shares; 2025Q4: 39,608 shares; 2026Q1: 49,067 shares 49,067 $1.18M 0.29% +9,459 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: 1,507 shares; 2024Q4: 1,477 shares; 2025Q1: 1,506 shares; 2025Q2: 1,512 shares; 2025Q3: 1,484 shares; 2025Q4: 1,591 shares; 2026Q1: 1,627 shares 1,627 $1.14M 0.27% +36 Timeline GJAN 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: 216,106 shares; 2024Q4: 7,415 shares; 2025Q1: 8,816 shares; 2025Q2: 8,867 shares; 2025Q3: 11,993 shares; 2025Q4: 8,791 shares; 2026Q1: 26,143 shares 26,143 $1.1M 0.26% +17,352 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,125 shares; 2024Q4: 11,797 shares; 2025Q1: 12,705 shares; 2025Q2: 12,712 shares; 2025Q3: 13,684 shares; 2025Q4: 13,976 shares; 2026Q1: 13,832 shares 13,832 $1.09M 0.26% -144 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,403 shares; 2024Q4: 24,842 shares; 2025Q1: 25,367 shares; 2025Q2: 26,387 shares; 2025Q3: 29,034 shares; 2025Q4: 32,400 shares; 2026Q1: 31,595 shares 31,595 $1000K 0.24% -805 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,513 shares; 2025Q2: 22,114 shares; 2025Q3: 38,442 shares; 2025Q4: 31,264 shares; 2026Q1: 45,542 shares 45,542 $981K 0.24% +14,278 Timeline FSIG 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: 45,445 shares; 2024Q4: 46,343 shares; 2025Q1: 46,670 shares; 2025Q2: 47,611 shares; 2025Q3: 50,081 shares; 2025Q4: 49,477 shares; 2026Q1: 51,285 shares 51,285 $971K 0.23% +1,808 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,510 shares; 2025Q1: 32,738 shares; 2025Q2: 32,958 shares; 2025Q3: 41,761 shares; 2025Q4: 42,833 shares; 2026Q1: 41,853 shares 41,853 $953K 0.23% -980 Timeline IYG 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: 7,620 shares; 2025Q4: 9,776 shares; 2026Q1: 11,081 shares 11,081 $918K 0.22% +1,305 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: 881 shares; 2024Q4: 1,020 shares; 2025Q1: 1,065 shares; 2025Q2: 1,813 shares; 2025Q3: 1,769 shares; 2025Q4: 1,998 shares; 2026Q1: 2,084 shares 2,084 $910K 0.22% +86 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: 4,074 shares; 2024Q4: 3,977 shares; 2025Q1: 3,947 shares; 2025Q2: 3,975 shares; 2025Q3: 3,974 shares; 2025Q4: 4,007 shares; 2026Q1: 4,002 shares 4,002 $861K 0.21% -5 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: 2,651 shares; 2024Q4: 2,682 shares; 2025Q1: 2,697 shares; 2025Q2: 3,084 shares; 2025Q3: 3,023 shares; 2025Q4: 2,946 shares; 2026Q1: 3,129 shares 3,129 $852K 0.21% +183 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: 1,966 shares; 2024Q4: 1,495 shares; 2025Q1: 1,664 shares; 2025Q2: 1,769 shares; 2025Q3: 1,835 shares; 2025Q4: 1,830 shares; 2026Q1: 1,777 shares 1,777 $852K 0.21% -53 Timeline GJUN 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: 32,980 shares; 2024Q4: 28,449 shares; 2025Q1: 22,196 shares; 2025Q2: 21,532 shares; 2025Q3: 23,358 shares; 2025Q4: 21,666 shares; 2026Q1: 20,781 shares 20,781 $819K 0.2% -885 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 872 shares; 2026Q1: 2,640 shares 2,640 $817K 0.2% +1,768 Timeline XJUN 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: 227,414 shares; 2024Q4: 20,832 shares; 2025Q1: 20,026 shares; 2025Q2: 20,150 shares; 2025Q3: 22,030 shares; 2025Q4: 21,574 shares; 2026Q1: 18,965 shares 18,965 $815K 0.2% -2,609 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,749 shares; 2025Q4: 7,959 shares; 2026Q1: 16,187 shares 16,187 $809K 0.2% +8,228 Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,530 shares; 2025Q4: 18,443 shares; 2026Q1: 22,737 shares 22,737 $804K 0.19% +4,294 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,419 shares; 2026Q1: 26,231 shares 26,231 $803K 0.19% -5,188 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,640 shares; 2024Q4: 13,039 shares; 2025Q1: 11,079 shares; 2025Q2: 13,126 shares; 2025Q3: 11,145 shares; 2025Q4: 10,438 shares; 2026Q1: 10,707 shares 10,707 $788K 0.19% +269 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 25,793 shares; 2025Q4: 21,837 shares; 2026Q1: 21,856 shares 21,856 $731K 0.18% +19 Timeline VTEI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,781 shares; 2026Q1: 7,187 shares 7,187 $718K 0.17% +3,406 Timeline WTMF 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: 12,523 shares; 2024Q4: 13,093 shares; 2025Q1: 13,153 shares; 2025Q2: 14,551 shares; 2025Q3: 15,928 shares; 2025Q4: 17,372 shares; 2026Q1: 17,707 shares 17,707 $703K 0.17% +335 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: 2,598 shares; 2024Q4: 2,512 shares; 2025Q1: 2,452 shares; 2025Q2: 2,384 shares; 2025Q3: 2,690 shares; 2025Q4: 2,618 shares; 2026Q1: 2,984 shares 2,984 $698K 0.17% +366 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: 2,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 3,670 shares; 2026Q1: 3,485 shares 3,485 $669K 0.16% -185 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: 5,630 shares; 2024Q4: 3,357 shares; 2025Q1: 3,213 shares; 2025Q2: 3,369 shares; 2025Q3: 3,366 shares; 2025Q4: 5,304 shares; 2026Q1: 5,296 shares 5,296 $658K 0.16% -8 Timeline FAPR 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: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,755 shares; 2025Q2: 14,755 shares; 2025Q3: 14,755 shares; 2025Q4: 14,587 shares; 2026Q1: 14,587 shares 14,587 $655K 0.16% 0 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: 3,306 shares; 2024Q4: 3,352 shares; 2025Q1: 3,167 shares; 2025Q2: 3,345 shares; 2025Q3: 3,310 shares; 2025Q4: 3,364 shares; 2026Q1: 3,372 shares 3,372 $650K 0.16% +8 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 4,223 shares; 2026Q1: 5,481 shares 5,481 $642K 0.16% +1,258 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,922 shares; 2025Q2: 4,123 shares; 2025Q3: 4,538 shares; 2025Q4: 11,403 shares; 2026Q1: 12,783 shares 12,783 $639K 0.15% +1,380 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,112 shares; 2026Q1: 8,051 shares 8,051 $631K 0.15% +4,939 Timeline QVMT 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: 7,138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,806 shares; 2025Q4: 12,383 shares; 2026Q1: 10,585 shares 10,585 $629K 0.15% -1,798 Timeline GDEC 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: 6,517 shares; 2024Q4: 6,193 shares; 2025Q1: 8,667 shares; 2025Q2: 16,684 shares; 2025Q3: 16,553 shares; 2025Q4: 15,807 shares; 2026Q1: 16,920 shares 16,920 $626K 0.15% +1,113 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: 9,689 shares; 2024Q4: 9,693 shares; 2025Q1: 9,413 shares; 2025Q2: 10,090 shares; 2025Q3: 10,959 shares; 2025Q4: 12,046 shares; 2026Q1: 11,934 shares 11,934 $601K 0.15% -112 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,856 shares; 2025Q3: 24,779 shares; 2025Q4: 24,779 shares; 2026Q1: 24,749 shares 24,749 $594K 0.14% -30 Timeline XSEP 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: 19,756 shares; 2024Q4: 11,062 shares; 2025Q1: 11,062 shares; 2025Q2: 10,796 shares; 2025Q3: 11,285 shares; 2025Q4: 14,271 shares; 2026Q1: 14,131 shares 14,131 $592K 0.14% -140 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: 22,374 shares; 2024Q4: 25,068 shares; 2025Q1: 19,278 shares; 2025Q2: 20,066 shares; 2025Q3: 21,640 shares; 2025Q4: 21,929 shares; 2026Q1: 23,609 shares 23,609 $591K 0.14% +1,680 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,259 shares; 2025Q1: 6,259 shares; 2025Q2: 6,046 shares; 2025Q3: 6,046 shares; 2025Q4: 17,026 shares; 2026Q1: 15,472 shares 15,472 $579K 0.14% -1,554 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares; 2026Q1: 11,916 shares 11,916 $573K 0.14% +7,560 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 2,870 shares 2,870 $563K 0.14% +523 Timeline BOXX 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: 4,743 shares 4,743 $552K 0.13% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 1,560 shares; 2025Q2: 1,875 shares; 2025Q3: 1,767 shares; 2025Q4: 1,981 shares; 2026Q1: 2,085 shares 2,085 $546K 0.13% +104 Timeline BALL BALL CORP More: the full row for BALL 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: 9,116 shares; 2026Q1: 9,116 shares 9,116 $539K 0.13% 0 Timeline XJUL 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: 30,825 shares; 2024Q4: 5,893 shares; 2025Q1: 5,810 shares; 2025Q2: 5,741 shares; 2025Q3: 15,166 shares; 2025Q4: 14,141 shares; 2026Q1: 13,726 shares 13,726 $534K 0.13% -415 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,527 shares 12,527 $533K 0.13% new Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 18,908 shares; 2025Q4: 15,741 shares; 2026Q1: 15,722 shares 15,722 $528K 0.13% -19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,727 shares; 2026Q1: 5,727 shares 5,727 $526K 0.13% 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: 2,183 shares; 2024Q4: 3,555 shares; 2025Q1: 2,393 shares; 2025Q2: 2,962 shares; 2025Q3: 3,018 shares; 2025Q4: 3,080 shares; 2026Q1: 3,080 shares 3,080 $523K 0.13% 0 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: 2,240 shares; 2024Q4: 2,121 shares; 2025Q1: 2,135 shares; 2025Q2: 2,373 shares; 2025Q3: 2,345 shares; 2025Q4: 2,377 shares; 2026Q1: 2,453 shares 2,453 $508K 0.12% +76 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares; 2026Q1: 4,482 shares 4,482 $507K 0.12% +672 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: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares; 2025Q4: 3,805 shares; 2026Q1: 3,805 shares 3,805 $502K 0.12% 0 Timeline QCJL 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: 28,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,305 shares; 2025Q4: 22,608 shares; 2026Q1: 21,391 shares 21,391 $501K 0.12% -1,217 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,691 shares; 2025Q4: 10,093 shares; 2026Q1: 12,096 shares 12,096 $494K 0.12% +2,003 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $493K 0.12% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,600 shares; 2026Q1: 8,442 shares 8,442 $491K 0.12% +1,842 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,774 shares; 2025Q1: 3,364 shares; 2025Q2: 3,317 shares; 2025Q3: 3,260 shares; 2025Q4: 3,261 shares; 2026Q1: 3,365 shares 3,365 $486K 0.12% +104 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,788 shares; 2026Q1: 6,359 shares 6,359 $473K 0.11% +571 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 2,102 shares 2,102 $444K 0.11% +473 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares; 2026Q1: 8,928 shares 8,928 $441K 0.11% +4,606 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: 1,295 shares; 2024Q4: not reported; 2025Q1: 1,683 shares; 2025Q2: 1,589 shares; 2025Q3: 1,616 shares; 2025Q4: 1,731 shares; 2026Q1: 1,788 shares 1,788 $437K 0.11% +57 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 2,074 shares; 2025Q1: 2,338 shares; 2025Q2: 2,433 shares; 2025Q3: 2,435 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares 2,436 $422K 0.1% 0 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: not reported; 2025Q3: not reported; 2025Q4: 3,721 shares; 2026Q1: 3,909 shares 3,909 $419K 0.1% +188 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,895 shares; 2024Q4: 39,461 shares; 2025Q1: 37,578 shares; 2025Q2: 49,156 shares; 2025Q3: 39,811 shares; 2025Q4: 37,679 shares; 2026Q1: 37,540 shares 37,540 $407K 0.1% -139 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: 9,072 shares; 2024Q4: 8,391 shares; 2025Q1: 8,168 shares; 2025Q2: 8,292 shares; 2025Q3: 8,240 shares; 2025Q4: 8,232 shares; 2026Q1: 8,333 shares 8,333 $406K 0.1% +101 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: 1,287 shares; 2024Q4: 1,371 shares; 2025Q1: 1,263 shares; 2025Q2: 1,222 shares; 2025Q3: not reported; 2025Q4: 2,445 shares; 2026Q1: 2,117 shares 2,117 $406K 0.1% -328 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,283 shares 19,283 $404K 0.1% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,790 shares; 2024Q4: 25,553 shares; 2025Q1: 25,042 shares; 2025Q2: 25,105 shares; 2025Q3: 24,971 shares; 2025Q4: 5,996 shares; 2026Q1: 6,112 shares 6,112 $404K 0.1% +116 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: 19,143 shares; 2024Q4: 18,508 shares; 2025Q1: 14,230 shares; 2025Q2: 15,280 shares; 2025Q3: 16,736 shares; 2025Q4: 18,674 shares; 2026Q1: 19,733 shares 19,733 $403K 0.1% +1,059 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL 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: 6,163 shares; 2026Q1: 6,423 shares 6,423 $391K 0.09% +260 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: 14,278 shares; 2024Q4: 10,310 shares; 2025Q1: 6,772 shares; 2025Q2: 7,032 shares; 2025Q3: 7,595 shares; 2025Q4: 5,351 shares; 2026Q1: 5,159 shares 5,159 $388K 0.09% -192 Timeline JMEE 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: 3,885 shares; 2024Q4: 3,972 shares; 2025Q1: 3,974 shares; 2025Q2: 4,734 shares; 2025Q3: 4,971 shares; 2025Q4: 5,588 shares; 2026Q1: 5,656 shares 5,656 $378K 0.09% +68 Timeline PSK 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: 16,744 shares; 2024Q4: 13,729 shares; 2025Q1: 13,058 shares; 2025Q2: 17,639 shares; 2025Q3: 13,953 shares; 2025Q4: 12,013 shares; 2026Q1: 12,238 shares 12,238 $377K 0.09% +225 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $376K 0.09% 0 Timeline DJUN 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: 102,452 shares; 2024Q4: 7,828 shares; 2025Q1: 7,798 shares; 2025Q2: 7,840 shares; 2025Q3: 8,423 shares; 2025Q4: 8,367 shares; 2026Q1: 7,676 shares 7,676 $361K 0.09% -691 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 9,910 shares; 2026Q1: 7,842 shares 7,842 $360K 0.09% -2,068 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,582 shares; 2026Q1: 5,642 shares 5,642 $349K 0.08% +60 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,094 shares; 2025Q3: 2,268 shares; 2025Q4: 2,438 shares; 2026Q1: 2,390 shares 2,390 $348K 0.08% -48 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 reported; 2024Q4: 834 shares; 2025Q1: 840 shares; 2025Q2: 878 shares; 2025Q3: 952 shares; 2025Q4: 937 shares; 2026Q1: 941 shares 941 $346K 0.08% +4 Timeline GAPR 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: 19,077 shares; 2024Q4: 10,662 shares; 2025Q1: 10,662 shares; 2025Q2: 11,810 shares; 2025Q3: 11,871 shares; 2025Q4: 11,782 shares; 2026Q1: 8,505 shares 8,505 $344K 0.08% -3,277 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,533 shares; 2024Q4: 37,461 shares; 2025Q1: 35,787 shares; 2025Q2: 34,750 shares; 2025Q3: 34,561 shares; 2025Q4: 34,349 shares; 2026Q1: 33,637 shares 33,637 $342K 0.08% -712 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 2,992 shares; 2025Q1: 2,937 shares; 2025Q2: 2,891 shares; 2025Q3: 2,781 shares; 2025Q4: 2,689 shares; 2026Q1: 2,692 shares 2,692 $342K 0.08% +3 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: 3,743 shares; 2024Q4: 4,163 shares; 2025Q1: 4,047 shares; 2025Q2: 4,541 shares; 2025Q3: 4,893 shares; 2025Q4: 5,361 shares; 2026Q1: 5,031 shares 5,031 $340K 0.08% -330 Timeline GMAY 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: 7,871 shares; 2024Q4: 7,743 shares; 2025Q1: 7,743 shares; 2025Q2: 10,350 shares; 2025Q3: 12,753 shares; 2025Q4: 12,556 shares; 2026Q1: 8,134 shares 8,134 $334K 0.08% -4,422 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,664 shares; 2025Q2: 3,071 shares; 2025Q3: 3,101 shares; 2025Q4: 3,832 shares; 2026Q1: 3,841 shares 3,841 $333K 0.08% +9 Timeline FALN 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: 10,697 shares; 2024Q4: 11,233 shares; 2025Q1: 11,110 shares; 2025Q2: 9,675 shares; 2025Q3: 10,614 shares; 2025Q4: 11,759 shares; 2026Q1: 12,325 shares 12,325 $329K 0.08% +566 Timeline GJUL 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: 11,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,536 shares; 2025Q4: 7,946 shares; 2026Q1: 7,946 shares 7,946 $324K 0.08% 0 Timeline AGZ 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: 2,881 shares; 2025Q3: 3,064 shares; 2025Q4: 2,932 shares; 2026Q1: 2,932 shares 2,932 $322K 0.08% 0 Timeline GFEB 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: 31,667 shares; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares; 2025Q4: 6,235 shares; 2026Q1: 7,764 shares 7,764 $319K 0.08% +1,529 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 3,940 shares; 2025Q1: 4,150 shares; 2025Q2: 4,153 shares; 2025Q3: 4,165 shares; 2025Q4: 1,354 shares; 2026Q1: 1,337 shares 1,337 $316K 0.08% -17 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: 5,859 shares; 2024Q4: 4,707 shares; 2025Q1: 3,767 shares; 2025Q2: 3,193 shares; 2025Q3: 2,999 shares; 2025Q4: 2,929 shares; 2026Q1: 4,104 shares 4,104 $314K 0.08% +1,175 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,417 shares; 2024Q4: 27,014 shares; 2025Q1: 26,785 shares; 2025Q2: 26,815 shares; 2025Q3: 26,675 shares; 2025Q4: 6,452 shares; 2026Q1: 6,380 shares 6,380 $311K 0.08% -72 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 3,860 shares; 2025Q1: 3,627 shares; 2025Q2: 3,759 shares; 2025Q3: 3,984 shares; 2025Q4: 2,234 shares; 2026Q1: 2,736 shares 2,736 $307K 0.07% +502 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: 3,358 shares; 2024Q4: 3,274 shares; 2025Q1: 3,172 shares; 2025Q2: 3,121 shares; 2025Q3: 3,086 shares; 2025Q4: 1,019 shares; 2026Q1: 1,015 shares 1,015 $307K 0.07% -4 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,743 shares 2,743 $306K 0.07% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: 957 shares 957 $306K 0.07% +71 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 2,829 shares; 2026Q1: 3,512 shares 3,512 $305K 0.07% +683 Timeline IYW 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: 1,254 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares 1,674 $304K 0.07% new 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: 3,259 shares; 2024Q4: 3,115 shares; 2025Q1: 3,017 shares; 2025Q2: 2,934 shares; 2025Q3: 2,847 shares; 2025Q4: 2,730 shares; 2026Q1: 3,283 shares 3,283 $303K 0.07% +553 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 8,134 shares; 2025Q1: 8,592 shares; 2025Q2: 10,431 shares; 2025Q3: 7,654 shares; 2025Q4: 6,680 shares; 2026Q1: 6,431 shares 6,431 $298K 0.07% -249 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares 1,440 $296K 0.07% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 889 shares; 2025Q3: 877 shares; 2025Q4: 1,161 shares; 2026Q1: 1,218 shares 1,218 $296K 0.07% +57 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,300 shares; 2025Q2: 1,299 shares; 2025Q3: 1,293 shares; 2025Q4: 1,274 shares; 2026Q1: 1,269 shares 1,269 $294K 0.07% -5 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,052 shares; 2025Q4: 7,396 shares; 2026Q1: 7,381 shares 7,381 $294K 0.07% -15 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,002 shares; 2025Q3: 7,961 shares; 2025Q4: 7,951 shares; 2026Q1: 7,951 shares 7,951 $293K 0.07% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,206 shares 6,206 $291K 0.07% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,745 shares; 2026Q1: 6,311 shares 6,311 $291K 0.07% -434 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 reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,302 shares; 2025Q3: 1,311 shares; 2025Q4: 1,458 shares; 2026Q1: 1,327 shares 1,327 $289K 0.07% -131 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: 1,201 shares; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,306 shares; 2025Q3: 1,304 shares; 2025Q4: 1,299 shares; 2026Q1: 440 shares 440 $286K 0.07% -859 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,698 shares 3,698 $285K 0.07% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,133 shares 4,133 $284K 0.07% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,995 shares 4,995 $283K 0.07% new Timeline SUB 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: 2,618 shares 2,618 $279K 0.07% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 723 shares 723 $277K 0.07% -1 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: 11,956 shares; 2024Q4: 7,894 shares; 2025Q1: 6,522 shares; 2025Q2: 6,891 shares; 2025Q3: 7,595 shares; 2025Q4: 4,389 shares; 2026Q1: 3,771 shares 3,771 $276K 0.07% -618 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,071 shares; 2025Q3: 5,770 shares; 2025Q4: 6,852 shares; 2026Q1: 6,983 shares 6,983 $272K 0.07% +131 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares 1,132 $272K 0.07% new Timeline XMAR 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: 7,213 shares; 2024Q4: 6,142 shares; 2025Q1: 10,969 shares; 2025Q2: 10,696 shares; 2025Q3: 10,312 shares; 2025Q4: 9,729 shares; 2026Q1: 6,709 shares 6,709 $272K 0.07% -3,020 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,392 shares; 2026Q1: 5,811 shares 5,811 $268K 0.06% +1,419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 1,811 shares; 2026Q1: 2,451 shares 2,451 $268K 0.06% +640 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,187 shares; 2025Q4: 6,140 shares; 2026Q1: 6,116 shares 6,116 $264K 0.06% -24 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,774 shares; 2025Q4: 5,715 shares; 2026Q1: 5,691 shares 5,691 $263K 0.06% -24 Timeline XFEB 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: 32,100 shares; 2024Q4: not reported; 2025Q1: 10,085 shares; 2025Q2: 10,085 shares; 2025Q3: 10,085 shares; 2025Q4: 6,045 shares; 2026Q1: 7,447 shares 7,447 $262K 0.06% +1,402 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,628 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares 5,138 $261K 0.06% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,812 shares; 2025Q4: 5,700 shares; 2026Q1: 5,675 shares 5,675 $261K 0.06% -25 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 871 shares; 2026Q1: 902 shares 902 $259K 0.06% +31 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,261 shares; 2026Q1: 10,283 shares 10,283 $255K 0.06% +22 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,705 shares 4,705 $253K 0.06% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,814 shares; 2026Q1: 5,753 shares 5,753 $253K 0.06% -61 Timeline GMAR 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: 6,341 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 6,257 shares; 2025Q4: 5,712 shares; 2026Q1: 5,983 shares 5,983 $249K 0.06% +271 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares 337 $249K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,152 shares; 2026Q1: 2,526 shares 2,526 $247K 0.06% +374 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,627 shares; 2026Q1: 3,184 shares 3,184 $247K 0.06% +557 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: 4,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,656 shares; 2025Q4: 4,337 shares; 2026Q1: 4,941 shares 4,941 $247K 0.06% +604 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,966 shares; 2025Q4: 8,300 shares; 2026Q1: 8,551 shares 8,551 $245K 0.06% +251 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,166 shares; 2026Q1: 3,189 shares 3,189 $243K 0.06% +23 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,956 shares 7,956 $241K 0.06% new Timeline DJUL 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: 19,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,486 shares; 2025Q4: 5,221 shares; 2026Q1: 5,006 shares 5,006 $234K 0.06% -215 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,150 shares 1,150 $231K 0.06% +50 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 676 shares; 2025Q4: 812 shares; 2026Q1: 783 shares 783 $230K 0.06% -29 Timeline GYLD ARROW ETF TR More: the full row for ARROW ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,787 shares; 2024Q4: 11,312 shares; 2025Q1: 12,190 shares; 2025Q2: 17,494 shares; 2025Q3: 16,589 shares; 2025Q4: 14,955 shares; 2026Q1: 16,268 shares 16,268 $224K 0.05% +1,313 Timeline FSEP 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: 4,916 shares; 2024Q4: 4,777 shares; 2025Q1: 4,615 shares; 2025Q2: 4,563 shares; 2025Q3: 4,493 shares; 2025Q4: 4,444 shares; 2026Q1: 4,442 shares 4,442 $224K 0.05% -2 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,927 shares; 2025Q3: 12,155 shares; 2025Q4: 10,577 shares; 2026Q1: 10,165 shares 10,165 $222K 0.05% -412 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,992 shares 4,992 $221K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 904 shares 904 $221K 0.05% new 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: 24,709 shares; 2024Q4: 24,634 shares; 2025Q1: 24,372 shares; 2025Q2: not reported; 2025Q3: 27,502 shares; 2025Q4: 3,894 shares; 2026Q1: 3,969 shares 3,969 $220K 0.05% +75 Timeline DIV 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: 14,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,047 shares; 2025Q3: 13,908 shares; 2025Q4: 12,967 shares; 2026Q1: 11,656 shares 11,656 $220K 0.05% -1,311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,487 shares 1,487 $220K 0.05% new Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 11,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,046 shares; 2025Q4: 10,009 shares; 2026Q1: 10,474 shares 10,474 $219K 0.05% +465 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,285 shares 3,285 $217K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 661 shares; 2025Q1: not reported; 2025Q2: 653 shares; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: 604 shares 604 $216K 0.05% new Timeline IYF 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: 1,830 shares 1,830 $215K 0.05% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,988 shares; 2025Q3: 5,730 shares; 2025Q4: not reported; 2026Q1: 4,624 shares 4,624 $211K 0.05% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares 2,935 $211K 0.05% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,076 shares; 2024Q4: 12,988 shares; 2025Q1: 12,932 shares; 2025Q2: 12,948 shares; 2025Q3: 12,556 shares; 2025Q4: not reported; 2026Q1: 3,398 shares 3,398 $210K 0.05% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,751 shares 2,751 $208K 0.05% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 4,281 shares; 2025Q1: 4,376 shares; 2025Q2: 4,345 shares; 2025Q3: 2,712 shares; 2025Q4: 2,710 shares; 2026Q1: 2,599 shares 2,599 $208K 0.05% -111 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,455 shares; 2025Q3: 8,796 shares; 2025Q4: 8,797 shares; 2026Q1: 6,122 shares 6,122 $207K 0.05% -2,675 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 1,872 shares; 2025Q4: not reported; 2026Q1: 1,786 shares 1,786 $207K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares 285 $202K 0.05% new Timeline JSPR JASPER THERAPEUTICS INC More: the full row for JASPER THERAPEUTICS 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: 10,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 14,900 shares 14,900 $13.1K <0.01% +2,400 Timeline