IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,068 shares; 2025Q1: 59,662 shares; 2025Q2: 41,013 shares; 2025Q3: 43,867 shares; 2025Q4: 44,151 shares; 2026Q1: 52,414 shares 52,414 $37.8M 2.97% +8,263 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,256 shares; 2025Q1: 80,572 shares; 2025Q2: 84,224 shares; 2025Q3: 101,559 shares; 2025Q4: 103,389 shares; 2026Q1: 114,881 shares 114,881 $31.2M 2.45% +11,492 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,356 shares; 2025Q1: 36,610 shares; 2025Q2: 39,831 shares; 2025Q3: 41,033 shares; 2025Q4: 48,007 shares; 2026Q1: 59,112 shares 59,112 $24.1M 1.89% +11,105 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,922 shares; 2025Q1: 106,279 shares; 2025Q2: 107,245 shares; 2025Q3: 119,865 shares; 2025Q4: 107,999 shares; 2026Q1: 119,825 shares 119,825 $23.9M 1.88% +11,826 Timeline USEP 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 loaded; 2024Q4: 521,901 shares; 2025Q1: 554,660 shares; 2025Q2: 601,067 shares; 2025Q3: 621,789 shares; 2025Q4: 535,298 shares; 2026Q1: 559,701 shares 559,701 $22.7M 1.78% +24,403 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,282 shares; 2025Q1: 22,008 shares; 2025Q2: 23,031 shares; 2025Q3: 23,498 shares; 2025Q4: 28,772 shares; 2026Q1: 30,498 shares 30,498 $21.9M 1.72% +1,726 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,037 shares; 2025Q1: 49,840 shares; 2025Q2: 60,607 shares; 2025Q3: 78,275 shares; 2025Q4: 93,636 shares; 2026Q1: 94,104 shares 94,104 $21M 1.65% +468 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 196,969 shares; 2025Q1: 207,950 shares; 2025Q2: 229,640 shares; 2025Q3: 311,229 shares; 2025Q4: 317,137 shares; 2026Q1: 299,798 shares 299,798 $19.2M 1.5% -17,339 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100,951 shares; 2025Q1: 107,698 shares; 2025Q2: 112,218 shares; 2025Q3: 122,395 shares; 2025Q4: 122,792 shares; 2026Q1: 132,318 shares 132,318 $17.2M 1.35% +9,526 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,985 shares; 2025Q1: 40,107 shares; 2025Q2: 41,401 shares; 2025Q3: 52,627 shares; 2025Q4: 57,694 shares; 2026Q1: 63,579 shares 63,579 $16.9M 1.32% +5,885 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,458 shares; 2025Q1: 202,074 shares; 2025Q2: 299,430 shares; 2025Q3: 366,757 shares; 2025Q4: 341,726 shares; 2026Q1: 339,245 shares 339,245 $15.7M 1.24% -2,481 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,663 shares; 2025Q1: 66,272 shares; 2025Q2: 76,714 shares; 2025Q3: 86,805 shares; 2025Q4: 70,956 shares; 2026Q1: 74,060 shares 74,060 $15.3M 1.2% +3,104 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 392,031 shares; 2025Q1: 426,686 shares; 2025Q2: 351,519 shares; 2025Q3: 285,038 shares; 2025Q4: 276,516 shares; 2026Q1: 328,949 shares 328,949 $15.2M 1.19% +52,433 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,913 shares; 2025Q1: 11,146 shares; 2025Q2: 12,349 shares; 2025Q3: 13,842 shares; 2025Q4: 30,631 shares; 2026Q1: 33,705 shares 33,705 $14.1M 1.1% +3,074 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,866 shares; 2025Q1: 261,428 shares; 2025Q2: 462,510 shares; 2025Q3: 563,992 shares; 2025Q4: 595,453 shares; 2026Q1: 628,910 shares 628,910 $14M 1.1% +33,457 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,847 shares; 2025Q1: 118,328 shares; 2025Q2: 100,478 shares; 2025Q3: 158,172 shares; 2025Q4: 268,116 shares; 2026Q1: 270,964 shares 270,964 $13.2M 1.04% +2,848 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,544 shares; 2025Q1: 19,562 shares; 2025Q2: 29,618 shares; 2025Q3: 30,122 shares; 2025Q4: 27,572 shares; 2026Q1: 34,384 shares 34,384 $13.1M 1.03% +6,812 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,031 shares; 2025Q1: 12,280 shares; 2025Q2: 15,830 shares; 2025Q3: 11,249 shares; 2025Q4: 13,848 shares; 2026Q1: 20,957 shares 20,957 $12.8M 1.01% +7,109 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,469 shares; 2025Q1: 22,325 shares; 2025Q2: 17,116 shares; 2025Q3: 16,692 shares; 2025Q4: 18,032 shares; 2026Q1: 18,802 shares 18,802 $12.6M 0.99% +770 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222,924 shares; 2025Q4: 489,707 shares; 2026Q1: 456,920 shares 456,920 $11.9M 0.93% -32,787 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 204,951 shares; 2025Q1: 301,671 shares; 2025Q2: 278,742 shares; 2025Q3: 256,691 shares; 2025Q4: 249,491 shares; 2026Q1: 259,595 shares 259,595 $11.6M 0.91% +10,104 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 loaded; 2024Q4: 141,189 shares; 2025Q1: 125,286 shares; 2025Q2: 184,680 shares; 2025Q3: 169,608 shares; 2025Q4: 145,539 shares; 2026Q1: 145,900 shares 145,900 $11.3M 0.89% +361 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,686 shares; 2025Q1: 13,619 shares; 2025Q2: 17,978 shares; 2025Q3: 22,219 shares; 2025Q4: 23,459 shares; 2026Q1: 29,087 shares 29,087 $11.2M 0.88% +5,628 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,522 shares; 2025Q1: 62,742 shares; 2025Q2: 105,338 shares; 2025Q3: 124,691 shares; 2025Q4: 147,819 shares; 2026Q1: 133,574 shares 133,574 $10.5M 0.82% -14,245 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 loaded; 2024Q4: 114,939 shares; 2025Q1: 110,905 shares; 2025Q2: 108,628 shares; 2025Q3: 115,900 shares; 2025Q4: 112,737 shares; 2026Q1: 121,604 shares 121,604 $10.4M 0.82% +8,867 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,855 shares; 2025Q2: 275,159 shares; 2025Q3: 327,233 shares; 2025Q4: 367,885 shares; 2026Q1: 396,846 shares 396,846 $10.4M 0.82% +28,961 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,048 shares; 2025Q1: 28,140 shares; 2025Q2: 33,224 shares; 2025Q3: 27,053 shares; 2025Q4: 24,052 shares; 2026Q1: 23,972 shares 23,972 $10.2M 0.8% -80 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,324 shares; 2025Q1: 3,831 shares; 2025Q2: 15,231 shares; 2025Q3: 16,965 shares; 2025Q4: 13,971 shares; 2026Q1: 14,516 shares 14,516 $9.59M 0.75% +545 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 loaded; 2024Q4: 218,454 shares; 2025Q1: 232,792 shares; 2025Q2: 246,517 shares; 2025Q3: 256,777 shares; 2025Q4: 254,534 shares; 2026Q1: 278,555 shares 278,555 $9.47M 0.74% +24,021 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: not loaded; 2024Q4: 6,032 shares; 2025Q1: 5,405 shares; 2025Q2: 14,773 shares; 2025Q3: 17,077 shares; 2025Q4: 17,780 shares; 2026Q1: 74,411 shares 74,411 $8.88M 0.7% +56,631 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,740 shares; 2025Q1: 125,868 shares; 2025Q2: 166,916 shares; 2025Q3: 140,022 shares; 2025Q4: 162,275 shares; 2026Q1: 166,110 shares 166,110 $8.41M 0.66% +3,835 Timeline LTPZ 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: not loaded; 2024Q4: 149,263 shares; 2025Q1: 166,455 shares; 2025Q2: 161,861 shares; 2025Q3: 173,359 shares; 2025Q4: 158,658 shares; 2026Q1: 160,618 shares 160,618 $8.26M 0.65% +1,960 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,867 shares; 2025Q1: 47,107 shares; 2025Q2: 47,907 shares; 2025Q3: 46,329 shares; 2025Q4: 45,597 shares; 2026Q1: 45,703 shares 45,703 $8.21M 0.64% +106 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,816 shares; 2025Q2: 132,561 shares; 2025Q3: 177,239 shares; 2025Q4: 181,727 shares; 2026Q1: 194,269 shares 194,269 $7.9M 0.62% +12,542 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200,785 shares; 2025Q1: 183,519 shares; 2025Q2: 214,784 shares; 2025Q3: 188,068 shares; 2025Q4: 152,279 shares; 2026Q1: 154,212 shares 154,212 $7.8M 0.61% +1,933 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,058 shares; 2025Q1: 10,391 shares; 2025Q2: 34,924 shares; 2025Q3: 65,194 shares; 2025Q4: 74,896 shares; 2026Q1: 78,439 shares 78,439 $7.77M 0.61% +3,543 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,017 shares; 2025Q1: 13,094 shares; 2025Q2: 39,823 shares; 2025Q3: 43,980 shares; 2025Q4: 48,151 shares; 2026Q1: 51,380 shares 51,380 $7.77M 0.61% +3,229 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,438 shares; 2026Q1: 69,527 shares 69,527 $7.76M 0.61% -911 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 118,794 shares; 2025Q1: 117,684 shares; 2025Q2: 137,952 shares; 2025Q3: 164,767 shares; 2025Q4: 148,045 shares; 2026Q1: 146,792 shares 146,792 $7.42M 0.58% -1,253 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,182 shares; 2025Q3: 150,974 shares; 2025Q4: 155,701 shares; 2026Q1: 171,630 shares 171,630 $7.4M 0.58% +15,929 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: not loaded; 2024Q4: 4,100 shares; 2025Q1: 4,275 shares; 2025Q2: 14,105 shares; 2025Q3: 31,757 shares; 2025Q4: 30,851 shares; 2026Q1: 32,096 shares 32,096 $7.34M 0.58% +1,245 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,641 shares; 2025Q1: 30,230 shares; 2025Q2: 70,883 shares; 2025Q3: 97,831 shares; 2025Q4: 101,879 shares; 2026Q1: 106,243 shares 106,243 $7.31M 0.57% +4,364 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,746 shares; 2025Q1: 98,398 shares; 2025Q2: 124,932 shares; 2025Q3: 161,873 shares; 2025Q4: 150,521 shares; 2026Q1: 168,809 shares 168,809 $7.18M 0.56% +18,288 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,654 shares; 2025Q1: 23,958 shares; 2025Q2: 46,046 shares; 2025Q3: 64,018 shares; 2025Q4: 63,769 shares; 2026Q1: 51,542 shares 51,542 $7.15M 0.56% -12,227 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,100 shares; 2025Q2: 22,686 shares; 2025Q3: 56,629 shares; 2025Q4: 54,098 shares; 2026Q1: 55,333 shares 55,333 $7.02M 0.55% +1,235 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,711 shares; 2025Q1: 230,923 shares; 2025Q2: 253,412 shares; 2025Q3: 323,741 shares; 2025Q4: 320,559 shares; 2026Q1: 160,753 shares 160,753 $6.96M 0.55% -159,806 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,855 shares; 2025Q2: 99,547 shares; 2025Q3: 151,475 shares; 2025Q4: 146,427 shares; 2026Q1: 139,842 shares 139,842 $6.96M 0.55% -6,585 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,148 shares; 2025Q1: 14,340 shares; 2025Q2: 13,455 shares; 2025Q3: 16,855 shares; 2025Q4: 21,115 shares; 2026Q1: 24,107 shares 24,107 $6.85M 0.54% +2,992 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,094 shares; 2025Q1: 84,745 shares; 2025Q2: 83,261 shares; 2025Q3: 86,316 shares; 2025Q4: 90,509 shares; 2026Q1: 99,807 shares 99,807 $6.65M 0.52% +9,298 Timeline PVAL 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 loaded; 2024Q4: 110,348 shares; 2025Q1: 126,964 shares; 2025Q2: 106,524 shares; 2025Q3: 126,342 shares; 2025Q4: 129,464 shares; 2026Q1: 133,080 shares 133,080 $6.58M 0.52% +3,616 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,414 shares; 2025Q1: 84,867 shares; 2025Q2: 103,044 shares; 2025Q3: 110,612 shares; 2025Q4: 112,243 shares; 2026Q1: 108,741 shares 108,741 $6.36M 0.5% -3,502 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,227 shares; 2025Q1: 87,307 shares; 2025Q2: 89,306 shares; 2025Q3: 105,031 shares; 2025Q4: 116,057 shares; 2026Q1: 278,491 shares 278,491 $6.36M 0.5% +162,434 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,359 shares; 2025Q1: 5,453 shares; 2025Q2: 8,142 shares; 2025Q3: 8,675 shares; 2025Q4: 12,686 shares; 2026Q1: 45,522 shares 45,522 $6.33M 0.5% +32,836 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,363 shares; 2025Q1: 47,883 shares; 2025Q2: 48,703 shares; 2025Q3: 25,695 shares; 2025Q4: 22,877 shares; 2026Q1: 52,100 shares 52,100 $6.21M 0.49% +29,223 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,821 shares; 2025Q1: 44,251 shares; 2025Q2: 39,787 shares; 2025Q3: 39,882 shares; 2025Q4: 44,192 shares; 2026Q1: 65,238 shares 65,238 $6.18M 0.49% +21,046 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,096 shares; 2025Q1: 14,341 shares; 2025Q2: 6,887 shares; 2025Q3: 41,212 shares; 2025Q4: 104,023 shares; 2026Q1: 122,572 shares 122,572 $6.11M 0.48% +18,549 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,639 shares; 2025Q1: 16,391 shares; 2025Q2: 12,624 shares; 2025Q3: 11,721 shares; 2025Q4: 13,740 shares; 2026Q1: 15,691 shares 15,691 $5.99M 0.47% +1,951 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,902 shares; 2025Q1: 6,579 shares; 2025Q2: 7,525 shares; 2025Q3: 10,002 shares; 2025Q4: 13,896 shares; 2026Q1: 18,839 shares 18,839 $5.9M 0.46% +4,943 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,037 shares; 2025Q1: 99,683 shares; 2025Q2: 78,959 shares; 2025Q3: 67,193 shares; 2025Q4: 58,754 shares; 2026Q1: 63,486 shares 63,486 $5.82M 0.46% +4,732 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,495 shares; 2025Q4: 119,439 shares; 2026Q1: 126,088 shares 126,088 $5.82M 0.46% +6,649 Timeline UDEC 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 loaded; 2024Q4: 256,527 shares; 2025Q1: 268,941 shares; 2025Q2: 29,044 shares; 2025Q3: 11,340 shares; 2025Q4: 11,137 shares; 2026Q1: 139,430 shares 139,430 $5.69M 0.45% +128,293 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,780 shares; 2025Q3: 10,031 shares; 2025Q4: 96,277 shares; 2026Q1: 109,725 shares 109,725 $5.69M 0.45% +13,448 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: not loaded; 2024Q4: not reported; 2025Q1: 6,818 shares; 2025Q2: 7,055 shares; 2025Q3: 8,103 shares; 2025Q4: 9,862 shares; 2026Q1: 12,650 shares 12,650 $5.64M 0.44% +2,788 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65,333 shares; 2025Q2: 65,333 shares; 2025Q3: 66,350 shares; 2025Q4: 66,500 shares; 2026Q1: 66,500 shares 66,500 $5.47M 0.43% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,057 shares; 2025Q4: 199,022 shares; 2026Q1: 252,630 shares 252,630 $5.41M 0.42% +53,608 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,302 shares; 2025Q3: 93,243 shares; 2025Q4: 95,228 shares; 2026Q1: 99,525 shares 99,525 $5.34M 0.42% +4,297 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,843 shares; 2025Q1: 2,190 shares; 2025Q2: 5,600 shares; 2025Q3: 6,411 shares; 2025Q4: 5,303 shares; 2026Q1: 5,196 shares 5,196 $5.27M 0.41% -107 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: not loaded; 2024Q4: 11,916 shares; 2025Q1: 22,370 shares; 2025Q2: 71,556 shares; 2025Q3: 71,072 shares; 2025Q4: 70,816 shares; 2026Q1: 71,642 shares 71,642 $5.27M 0.41% +826 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 991,932 shares; 2025Q1: 1,013,346 shares; 2025Q2: 975,152 shares; 2025Q3: 943,722 shares; 2025Q4: 948,510 shares; 2026Q1: 957,497 shares 957,497 $5.06M 0.4% +8,987 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,024 shares; 2025Q3: 56,837 shares; 2025Q4: 54,718 shares; 2026Q1: 55,996 shares 55,996 $5.01M 0.39% +1,278 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,392 shares; 2025Q1: 52,155 shares; 2025Q2: 47,522 shares; 2025Q3: 71,307 shares; 2025Q4: 71,641 shares; 2026Q1: 57,677 shares 57,677 $5.01M 0.39% -13,964 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,846 shares; 2025Q1: 31,173 shares; 2025Q2: 38,097 shares; 2025Q3: 49,081 shares; 2025Q4: 50,390 shares; 2026Q1: 48,986 shares 48,986 $4.89M 0.38% -1,404 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,940 shares; 2025Q1: 15,497 shares; 2025Q2: 16,858 shares; 2025Q3: 16,101 shares; 2025Q4: 56,172 shares; 2026Q1: 58,986 shares 58,986 $4.89M 0.38% +2,814 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 9,550 shares; 2025Q2: 15,879 shares; 2025Q3: 28,472 shares; 2025Q4: 30,150 shares; 2026Q1: 13,676 shares 13,676 $4.85M 0.38% -16,474 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,435 shares; 2025Q1: 52,913 shares; 2025Q2: 60,344 shares; 2025Q3: 66,588 shares; 2025Q4: 55,627 shares; 2026Q1: 54,942 shares 54,942 $4.76M 0.37% -685 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,709 shares; 2025Q1: 69,285 shares; 2025Q2: 92,334 shares; 2025Q3: 100,686 shares; 2025Q4: 106,260 shares; 2026Q1: 112,619 shares 112,619 $4.75M 0.37% +6,359 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,638 shares; 2025Q1: 59,076 shares; 2025Q2: 61,056 shares; 2025Q3: 90,722 shares; 2025Q4: 88,353 shares; 2026Q1: 86,162 shares 86,162 $4.51M 0.35% -2,191 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 141,014 shares; 2025Q1: 140,987 shares; 2025Q2: 136,380 shares; 2025Q3: 131,632 shares; 2025Q4: 131,235 shares; 2026Q1: 129,527 shares 129,527 $4.45M 0.35% -1,708 Timeline QBUF 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 loaded; 2024Q4: not reported; 2025Q1: 23,743 shares; 2025Q2: 81,084 shares; 2025Q3: 111,871 shares; 2025Q4: 139,873 shares; 2026Q1: 145,899 shares 145,899 $4.44M 0.35% +6,026 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,721 shares; 2025Q1: 71,495 shares; 2025Q2: 49,588 shares; 2025Q3: 40,499 shares; 2025Q4: 37,411 shares; 2026Q1: 37,415 shares 37,415 $4.38M 0.34% +4 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,118 shares; 2025Q1: 14,671 shares; 2025Q2: 14,346 shares; 2025Q3: 15,519 shares; 2025Q4: 14,799 shares; 2026Q1: 15,451 shares 15,451 $4.31M 0.34% +652 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,437 shares; 2025Q1: 11,134 shares; 2025Q2: 13,402 shares; 2025Q3: 16,622 shares; 2025Q4: 14,433 shares; 2026Q1: 16,344 shares 16,344 $4.29M 0.34% +1,911 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,496 shares; 2025Q1: 37,015 shares; 2025Q2: 41,851 shares; 2025Q3: 39,089 shares; 2025Q4: 38,265 shares; 2026Q1: 39,777 shares 39,777 $4.26M 0.33% +1,512 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,020 shares; 2025Q3: 11,138 shares; 2025Q4: 8,619 shares; 2026Q1: 6,019 shares 6,019 $4.26M 0.33% -2,600 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,590 shares; 2025Q1: 6,988 shares; 2025Q2: 7,459 shares; 2025Q3: 10,544 shares; 2025Q4: 10,679 shares; 2026Q1: 10,493 shares 10,493 $4.16M 0.33% -186 Timeline VIGI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,821 shares; 2025Q4: 42,790 shares; 2026Q1: 44,712 shares 44,712 $4.13M 0.32% +1,922 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,948 shares; 2025Q4: 2,002 shares; 2026Q1: 25,402 shares 25,402 $4.1M 0.32% +23,400 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,427 shares; 2025Q2: 97,887 shares; 2025Q3: 104,275 shares; 2025Q4: 101,658 shares; 2026Q1: 107,847 shares 107,847 $4.05M 0.32% +6,189 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 loaded; 2024Q4: 30,987 shares; 2025Q1: 30,385 shares; 2025Q2: 30,655 shares; 2025Q3: 18,115 shares; 2025Q4: 17,881 shares; 2026Q1: 18,190 shares 18,190 $3.97M 0.31% +309 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,872 shares; 2025Q1: 23,710 shares; 2025Q2: 74,753 shares; 2025Q3: 92,876 shares; 2025Q4: 54,788 shares; 2026Q1: 51,370 shares 51,370 $3.91M 0.31% -3,418 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,712 shares; 2025Q1: 130,675 shares; 2025Q2: 143,050 shares; 2025Q3: 137,737 shares; 2025Q4: 122,060 shares; 2026Q1: 119,240 shares 119,240 $3.82M 0.3% -2,820 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207,678 shares; 2025Q1: 208,442 shares; 2025Q2: 200,289 shares; 2025Q3: 202,509 shares; 2025Q4: 200,449 shares; 2026Q1: 196,875 shares 196,875 $3.81M 0.3% -3,574 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,133 shares; 2025Q1: 1,277 shares; 2025Q2: 1,715 shares; 2025Q3: 1,803 shares; 2025Q4: 2,513 shares; 2026Q1: 2,570 shares 2,570 $3.7M 0.29% +57 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,023 shares; 2025Q3: 51,309 shares; 2025Q4: 70,211 shares; 2026Q1: 73,863 shares 73,863 $3.69M 0.29% +3,652 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,561 shares; 2025Q1: 2,718 shares; 2025Q2: 9,564 shares; 2025Q3: 10,164 shares; 2025Q4: 10,139 shares; 2026Q1: 46,067 shares 46,067 $3.56M 0.28% +35,928 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 52,604 shares; 2025Q2: 117,239 shares; 2025Q3: 140,608 shares; 2025Q4: 134,109 shares; 2026Q1: 132,869 shares 132,869 $3.43M 0.27% -1,240 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,747 shares; 2025Q4: 54,429 shares; 2026Q1: 57,212 shares 57,212 $3.43M 0.27% +2,783 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,038 shares; 2025Q3: 96,673 shares; 2025Q4: 99,717 shares; 2026Q1: 102,388 shares 102,388 $3.39M 0.27% +2,671 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,352 shares; 2025Q1: 4,620 shares; 2025Q2: 7,693 shares; 2025Q3: 7,998 shares; 2025Q4: 11,298 shares; 2026Q1: 11,852 shares 11,852 $3.37M 0.26% +554 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,048 shares; 2025Q1: 12,993 shares; 2025Q2: 37,952 shares; 2025Q3: 56,390 shares; 2025Q4: 60,762 shares; 2026Q1: 47,913 shares 47,913 $3.31M 0.26% -12,849 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,914 shares; 2025Q1: 18,671 shares; 2025Q2: 18,900 shares; 2025Q3: 21,115 shares; 2025Q4: 35,857 shares; 2026Q1: 24,948 shares 24,948 $3.29M 0.26% -10,909 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,282 shares; 2025Q1: 2,136 shares; 2025Q2: 2,036 shares; 2025Q3: 3,836 shares; 2025Q4: 15,714 shares; 2026Q1: 15,875 shares 15,875 $3.28M 0.26% +161 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: 794 shares; 2025Q2: 876 shares; 2025Q3: 996 shares; 2025Q4: 2,199 shares; 2026Q1: 2,971 shares 2,971 $3.22M 0.25% +772 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 75,663 shares; 2025Q3: 83,240 shares; 2025Q4: 85,526 shares; 2026Q1: 87,758 shares 87,758 $3.22M 0.25% +2,232 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,332 shares; 2026Q1: 89,137 shares 89,137 $3.17M 0.25% +16,805 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,014 shares; 2025Q3: 114,305 shares; 2025Q4: 78,262 shares; 2026Q1: 69,510 shares 69,510 $3.09M 0.24% -8,752 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,514 shares; 2025Q1: 4,599 shares; 2025Q2: 6,995 shares; 2025Q3: 7,276 shares; 2025Q4: 5,574 shares; 2026Q1: 6,403 shares 6,403 $3.03M 0.24% +829 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,969 shares; 2025Q1: 30,945 shares; 2025Q2: 38,296 shares; 2025Q3: 45,434 shares; 2025Q4: 45,170 shares; 2026Q1: 31,923 shares 31,923 $3.03M 0.24% -13,247 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 3,483 shares; 2026Q1: 28,961 shares 28,961 $2.99M 0.23% +25,478 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,504 shares; 2025Q1: 14,611 shares; 2025Q2: 11,785 shares; 2025Q3: 11,390 shares; 2025Q4: 17,678 shares; 2026Q1: 18,192 shares 18,192 $2.91M 0.23% +514 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,861 shares; 2025Q4: 62,880 shares; 2026Q1: 87,874 shares 87,874 $2.9M 0.23% +24,994 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,558 shares; 2025Q2: 3,204 shares; 2025Q3: 3,394 shares; 2025Q4: 4,256 shares; 2026Q1: 5,723 shares 5,723 $2.9M 0.23% +1,467 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,897 shares; 2025Q1: 6,819 shares; 2025Q2: 6,621 shares; 2025Q3: 8,926 shares; 2025Q4: 8,158 shares; 2026Q1: 8,597 shares 8,597 $2.88M 0.23% +439 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,092 shares; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,007 shares; 2025Q4: 8,805 shares; 2026Q1: 10,944 shares 10,944 $2.82M 0.22% +2,139 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,200 shares; 2025Q1: 34,699 shares; 2025Q2: 47,710 shares; 2025Q3: 56,193 shares; 2025Q4: 59,770 shares; 2026Q1: 65,864 shares 65,864 $2.81M 0.22% +6,094 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,456 shares; 2026Q1: 35,105 shares 35,105 $2.79M 0.22% +4,649 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,336 shares; 2025Q1: 52,709 shares; 2025Q2: 37,992 shares; 2025Q3: 28,418 shares; 2025Q4: 25,812 shares; 2026Q1: 25,867 shares 25,867 $2.78M 0.22% +55 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,839 shares; 2025Q1: 38,443 shares; 2025Q2: 15,205 shares; 2025Q3: 12,662 shares; 2025Q4: 13,917 shares; 2026Q1: 15,815 shares 15,815 $2.73M 0.21% +1,898 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,715 shares; 2025Q1: 5,901 shares; 2025Q2: 6,323 shares; 2025Q3: 8,263 shares; 2025Q4: 9,239 shares; 2026Q1: 11,697 shares 11,697 $2.69M 0.21% +2,458 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 2,150 shares; 2025Q2: 940 shares; 2025Q3: 332 shares; 2025Q4: 371 shares; 2026Q1: 2,891 shares 2,891 $2.67M 0.21% +2,520 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,638 shares; 2025Q1: 11,396 shares; 2025Q2: 11,153 shares; 2025Q3: 12,152 shares; 2025Q4: 12,778 shares; 2026Q1: 16,950 shares 16,950 $2.62M 0.21% +4,172 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 503 shares; 2025Q1: 1,007 shares; 2025Q2: 1,671 shares; 2025Q3: 2,112 shares; 2025Q4: 1,887 shares; 2026Q1: 2,731 shares 2,731 $2.55M 0.2% +844 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,538 shares; 2025Q1: 4,754 shares; 2025Q2: 2,356 shares; 2025Q3: 3,483 shares; 2025Q4: 7,073 shares; 2026Q1: 7,189 shares 7,189 $2.55M 0.2% +116 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,803 shares; 2025Q1: 4,870 shares; 2025Q2: 5,654 shares; 2025Q3: 6,066 shares; 2025Q4: 6,425 shares; 2026Q1: 7,702 shares 7,702 $2.54M 0.2% +1,277 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,655 shares; 2025Q1: 21,905 shares; 2025Q2: 23,101 shares; 2025Q3: 17,146 shares; 2025Q4: 19,532 shares; 2026Q1: 23,278 shares 23,278 $2.53M 0.2% +3,746 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,083 shares; 2025Q1: 2,014 shares; 2025Q2: 2,462 shares; 2025Q3: 2,768 shares; 2025Q4: 2,845 shares; 2026Q1: 2,798 shares 2,798 $2.49M 0.2% -47 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 loaded; 2024Q4: 86,966 shares; 2025Q1: 121,951 shares; 2025Q2: 71,132 shares; 2025Q3: 98,873 shares; 2025Q4: 98,620 shares; 2026Q1: 101,885 shares 101,885 $2.49M 0.2% +3,265 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,068 shares 62,068 $2.49M 0.2% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,530 shares; 2025Q1: 1,939 shares; 2025Q2: 3,319 shares; 2025Q3: 2,397 shares; 2025Q4: 5,897 shares; 2026Q1: 6,297 shares 6,297 $2.48M 0.19% +400 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,870 shares 73,870 $2.47M 0.19% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,747 shares; 2025Q1: 25,809 shares; 2025Q2: 28,546 shares; 2025Q3: 39,939 shares; 2025Q4: 40,153 shares; 2026Q1: 28,977 shares 28,977 $2.45M 0.19% -11,176 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 147,928 shares; 2025Q1: 80,685 shares; 2025Q2: 131,957 shares; 2025Q3: 200,630 shares; 2025Q4: 122,404 shares; 2026Q1: 94,820 shares 94,820 $2.42M 0.19% -27,584 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,262 shares; 2025Q1: 12,819 shares; 2025Q2: 13,650 shares; 2025Q3: 14,069 shares; 2025Q4: 14,333 shares; 2026Q1: 14,433 shares 14,433 $2.42M 0.19% +100 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,274 shares; 2025Q1: 1,653 shares; 2025Q2: 1,466 shares; 2025Q3: 1,536 shares; 2025Q4: 11,023 shares; 2026Q1: 12,702 shares 12,702 $2.39M 0.19% +1,679 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,112 shares; 2025Q1: 3,600 shares; 2025Q2: 3,077 shares; 2025Q3: 4,748 shares; 2025Q4: 4,758 shares; 2026Q1: 5,126 shares 5,126 $2.37M 0.19% +368 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,483 shares; 2025Q2: 51,662 shares; 2025Q3: 60,928 shares; 2025Q4: 62,482 shares; 2026Q1: 62,741 shares 62,741 $2.34M 0.18% +259 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,053 shares; 2025Q1: 34,327 shares; 2025Q2: 44,990 shares; 2025Q3: 59,214 shares; 2025Q4: 69,853 shares; 2026Q1: 85,746 shares 85,746 $2.34M 0.18% +15,893 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,768 shares; 2025Q1: 8,687 shares; 2025Q2: 10,130 shares; 2025Q3: 12,195 shares; 2025Q4: 11,146 shares; 2026Q1: 14,143 shares 14,143 $2.34M 0.18% +2,997 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,169 shares; 2025Q4: 8,422 shares; 2026Q1: 19,752 shares 19,752 $2.34M 0.18% +11,330 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,552 shares; 2025Q1: 2,312 shares; 2025Q2: 2,101 shares; 2025Q3: 3,841 shares; 2025Q4: 4,496 shares; 2026Q1: 27,100 shares 27,100 $2.25M 0.18% +22,604 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,900 shares; 2025Q4: 7,800 shares; 2026Q1: 8,245 shares 8,245 $2.25M 0.18% +445 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,946 shares; 2025Q1: 3,526 shares; 2025Q2: 4,987 shares; 2025Q3: 7,103 shares; 2025Q4: 10,016 shares; 2026Q1: 12,627 shares 12,627 $2.23M 0.17% +2,611 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,101 shares; 2025Q1: 49,235 shares; 2025Q2: 33,274 shares; 2025Q3: 28,000 shares; 2025Q4: 25,020 shares; 2026Q1: 25,272 shares 25,272 $2.22M 0.17% +252 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,802 shares; 2025Q3: 81,593 shares; 2025Q4: 100,486 shares; 2026Q1: 142,805 shares 142,805 $2.22M 0.17% +42,319 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,218 shares; 2025Q1: 64,270 shares; 2025Q2: 23,102 shares; 2025Q3: 25,542 shares; 2025Q4: 25,722 shares; 2026Q1: 24,077 shares 24,077 $2.19M 0.17% -1,645 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,775 shares; 2025Q3: 39,435 shares; 2025Q4: 42,957 shares; 2026Q1: 41,422 shares 41,422 $2.08M 0.16% -1,535 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,828 shares; 2025Q1: 19,926 shares; 2025Q2: 5,089 shares; 2025Q3: 29,430 shares; 2025Q4: 30,896 shares; 2026Q1: 40,249 shares 40,249 $2.06M 0.16% +9,353 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,326 shares; 2025Q1: 15,542 shares; 2025Q2: 6,071 shares; 2025Q3: 6,104 shares; 2025Q4: 5,071 shares; 2026Q1: 5,791 shares 5,791 $2.05M 0.16% +720 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,273 shares; 2025Q1: 4,568 shares; 2025Q2: 4,374 shares; 2025Q3: 5,432 shares; 2025Q4: 5,660 shares; 2026Q1: 5,910 shares 5,910 $2.05M 0.16% +250 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,492 shares; 2025Q1: 2,215 shares; 2025Q2: 1,689 shares; 2025Q3: 1,876 shares; 2025Q4: 17,325 shares; 2026Q1: 21,765 shares 21,765 $2.04M 0.16% +4,440 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,124 shares; 2025Q1: 11,402 shares; 2025Q2: 11,445 shares; 2025Q3: 11,438 shares; 2025Q4: 14,844 shares; 2026Q1: 22,163 shares 22,163 $2.03M 0.16% +7,319 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,695 shares; 2025Q1: 10,477 shares; 2025Q2: 8,120 shares; 2025Q3: 7,620 shares; 2025Q4: 14,659 shares; 2026Q1: 33,762 shares 33,762 $2.01M 0.16% +19,103 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,672 shares; 2025Q1: 4,922 shares; 2025Q2: 5,162 shares; 2025Q3: 14,548 shares; 2025Q4: 14,905 shares; 2026Q1: 9,097 shares 9,097 $1.99M 0.16% -5,808 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,019 shares; 2026Q1: 18,447 shares 18,447 $1.94M 0.15% +15,428 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 loaded; 2024Q4: 28,820 shares; 2025Q1: 34,545 shares; 2025Q2: 45,673 shares; 2025Q3: 46,980 shares; 2025Q4: 38,535 shares; 2026Q1: 40,341 shares 40,341 $1.94M 0.15% +1,806 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,237 shares; 2025Q2: 24,346 shares; 2025Q3: 34,830 shares; 2025Q4: 36,543 shares; 2026Q1: 40,364 shares 40,364 $1.9M 0.15% +3,821 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,768 shares; 2025Q1: 103,405 shares; 2025Q2: 68,460 shares; 2025Q3: 40,367 shares; 2025Q4: not reported; 2026Q1: 56,454 shares 56,454 $1.9M 0.15% 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: not loaded; 2024Q4: 1,777 shares; 2025Q1: 2,708 shares; 2025Q2: 3,757 shares; 2025Q3: 4,774 shares; 2025Q4: 6,175 shares; 2026Q1: 6,657 shares 6,657 $1.89M 0.15% +482 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,069 shares 37,069 $1.89M 0.15% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,453 shares; 2025Q3: 79,871 shares; 2025Q4: 76,708 shares; 2026Q1: 83,871 shares 83,871 $1.87M 0.15% +7,163 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,765 shares; 2025Q1: 8,547 shares; 2025Q2: 5,201 shares; 2025Q3: 3,428 shares; 2025Q4: 2,249 shares; 2026Q1: 3,578 shares 3,578 $1.85M 0.15% +1,329 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,222 shares; 2025Q1: 41,336 shares; 2025Q2: 29,897 shares; 2025Q3: 33,301 shares; 2025Q4: 30,282 shares; 2026Q1: 20,080 shares 20,080 $1.83M 0.14% -10,202 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,669 shares; 2025Q4: 6,714 shares; 2026Q1: 6,423 shares 6,423 $1.82M 0.14% -291 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,432 shares; 2025Q2: 27,447 shares; 2025Q3: 41,123 shares; 2025Q4: 43,769 shares; 2026Q1: 48,821 shares 48,821 $1.82M 0.14% +5,052 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,189 shares; 2025Q1: 23,262 shares; 2025Q2: 37,744 shares; 2025Q3: 45,713 shares; 2025Q4: 49,359 shares; 2026Q1: 50,163 shares 50,163 $1.79M 0.14% +804 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,315 shares; 2025Q1: 16,836 shares; 2025Q2: 39,094 shares; 2025Q3: 30,204 shares; 2025Q4: 32,078 shares; 2026Q1: 34,895 shares 34,895 $1.78M 0.14% +2,817 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,312 shares; 2025Q4: 48,307 shares; 2026Q1: 54,297 shares 54,297 $1.76M 0.14% +5,990 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 734 shares; 2025Q2: 1,447 shares; 2025Q3: 1,488 shares; 2025Q4: 2,921 shares; 2026Q1: 3,828 shares 3,828 $1.75M 0.14% +907 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 20,171 shares; 2025Q3: 29,276 shares; 2025Q4: 31,050 shares; 2026Q1: 34,793 shares 34,793 $1.73M 0.14% +3,743 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,970 shares; 2025Q1: 7,009 shares; 2025Q2: 7,530 shares; 2025Q3: 7,708 shares; 2025Q4: 7,288 shares; 2026Q1: 8,736 shares 8,736 $1.69M 0.13% +1,448 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,771 shares; 2025Q1: 6,305 shares; 2025Q2: 13,995 shares; 2025Q3: 15,940 shares; 2025Q4: 16,008 shares; 2026Q1: 14,899 shares 14,899 $1.68M 0.13% -1,109 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 675 shares; 2025Q2: 1,397 shares; 2025Q3: 1,428 shares; 2025Q4: 3,158 shares; 2026Q1: 3,330 shares 3,330 $1.65M 0.13% +172 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,551 shares; 2025Q1: 1,490 shares; 2025Q2: 1,439 shares; 2025Q3: 1,356 shares; 2025Q4: 1,512 shares; 2026Q1: 7,090 shares 7,090 $1.64M 0.13% +5,578 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,259 shares; 2026Q1: 4,880 shares 4,880 $1.58M 0.12% +621 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,266 shares; 2025Q1: 25,706 shares; 2025Q2: 30,996 shares; 2025Q3: 33,047 shares; 2025Q4: 27,530 shares; 2026Q1: 23,067 shares 23,067 $1.56M 0.12% -4,463 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,900 shares 29,900 $1.55M 0.12% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,562 shares; 2025Q1: 5,422 shares; 2025Q2: 4,253 shares; 2025Q3: 4,040 shares; 2025Q4: 3,534 shares; 2026Q1: 18,318 shares 18,318 $1.54M 0.12% +14,784 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,014 shares; 2025Q4: 29,881 shares; 2026Q1: 29,823 shares 29,823 $1.52M 0.12% -58 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,445 shares; 2025Q4: 37,876 shares; 2026Q1: 37,227 shares 37,227 $1.51M 0.12% -649 Timeline FLBL 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 loaded; 2024Q4: 12,160 shares; 2025Q1: 51,728 shares; 2025Q2: 121,595 shares; 2025Q3: 62,902 shares; 2025Q4: 66,697 shares; 2026Q1: 64,705 shares 64,705 $1.5M 0.12% -1,992 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,726 shares; 2026Q1: 15,833 shares 15,833 $1.5M 0.12% +8,107 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,144 shares; 2025Q1: 3,519 shares; 2025Q2: 5,083 shares; 2025Q3: 6,556 shares; 2025Q4: 6,901 shares; 2026Q1: 7,078 shares 7,078 $1.5M 0.12% +177 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,937 shares; 2025Q1: 2,728 shares; 2025Q2: 4,894 shares; 2025Q3: 7,561 shares; 2025Q4: 9,896 shares; 2026Q1: 10,951 shares 10,951 $1.49M 0.12% +1,055 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,993 shares; 2025Q1: 8,413 shares; 2025Q2: 10,481 shares; 2025Q3: 12,499 shares; 2025Q4: 14,229 shares; 2026Q1: 16,450 shares 16,450 $1.49M 0.12% +2,221 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,671 shares; 2025Q1: 4,947 shares; 2025Q2: 4,274 shares; 2025Q3: 4,603 shares; 2025Q4: 4,367 shares; 2026Q1: 4,511 shares 4,511 $1.48M 0.12% +144 Timeline PSEP 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 loaded; 2024Q4: 35,390 shares; 2025Q1: 35,390 shares; 2025Q2: 33,732 shares; 2025Q3: 33,542 shares; 2025Q4: 32,857 shares; 2026Q1: 32,857 shares 32,857 $1.48M 0.12% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,386 shares; 2026Q1: 39,232 shares 39,232 $1.48M 0.12% +7,846 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,612 shares; 2025Q1: 44,410 shares; 2025Q2: 36,868 shares; 2025Q3: 33,370 shares; 2025Q4: 31,306 shares; 2026Q1: 30,576 shares 30,576 $1.47M 0.12% -730 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,217 shares; 2026Q1: 40,241 shares 40,241 $1.44M 0.11% +6,024 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,690 shares; 2025Q1: 26,830 shares; 2025Q2: 22,844 shares; 2025Q3: 9,791 shares; 2025Q4: 9,933 shares; 2026Q1: 12,008 shares 12,008 $1.44M 0.11% +2,075 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,981 shares; 2025Q1: 42,187 shares; 2025Q2: 28,479 shares; 2025Q3: 22,055 shares; 2025Q4: 17,744 shares; 2026Q1: 17,642 shares 17,642 $1.43M 0.11% -102 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,264 shares; 2025Q1: 4,882 shares; 2025Q2: 4,920 shares; 2025Q3: 5,277 shares; 2025Q4: 5,260 shares; 2026Q1: 4,934 shares 4,934 $1.43M 0.11% -326 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,028 shares; 2025Q1: 62,439 shares; 2025Q2: 44,126 shares; 2025Q3: 51,752 shares; 2025Q4: 64,113 shares; 2026Q1: 60,648 shares 60,648 $1.43M 0.11% -3,465 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares; 2026Q1: 15,543 shares 15,543 $1.42M 0.11% +954 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,180 shares; 2025Q1: 42,944 shares; 2025Q2: 37,690 shares; 2025Q3: 11,049 shares; 2025Q4: 34,774 shares; 2026Q1: 23,922 shares 23,922 $1.41M 0.11% -10,852 Timeline DGRW 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 loaded; 2024Q4: 16,227 shares; 2025Q1: 17,083 shares; 2025Q2: 15,829 shares; 2025Q3: 16,410 shares; 2025Q4: 14,359 shares; 2026Q1: 14,880 shares 14,880 $1.4M 0.11% +521 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: not loaded; 2024Q4: 14,026 shares; 2025Q1: 12,492 shares; 2025Q2: 12,312 shares; 2025Q3: 9,577 shares; 2025Q4: 8,999 shares; 2026Q1: 9,194 shares 9,194 $1.38M 0.11% +195 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 2,445 shares; 2025Q2: 2,602 shares; 2025Q3: 2,791 shares; 2025Q4: 2,653 shares; 2026Q1: 2,667 shares 2,667 $1.34M 0.11% +14 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,505 shares; 2025Q2: 43,289 shares; 2025Q3: 55,193 shares; 2025Q4: 51,878 shares; 2026Q1: 34,682 shares 34,682 $1.34M 0.11% -17,196 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,419 shares; 2025Q1: 3,398 shares; 2025Q2: 4,631 shares; 2025Q3: 7,122 shares; 2025Q4: 7,376 shares; 2026Q1: 8,096 shares 8,096 $1.34M 0.1% +720 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,704 shares; 2025Q2: 4,241 shares; 2025Q3: 10,322 shares; 2025Q4: 6,882 shares; 2026Q1: 6,972 shares 6,972 $1.33M 0.1% +90 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,588 shares; 2025Q1: 5,638 shares; 2025Q2: 5,648 shares; 2025Q3: 5,658 shares; 2025Q4: 5,647 shares; 2026Q1: 5,372 shares 5,372 $1.32M 0.1% -275 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,382 shares; 2026Q1: 19,623 shares 19,623 $1.31M 0.1% +2,241 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: not loaded; 2024Q4: 22,416 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,455 shares; 2025Q4: 16,666 shares; 2026Q1: 20,535 shares 20,535 $1.29M 0.1% +3,869 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50,923 shares; 2025Q2: 35,353 shares; 2025Q3: 41,887 shares; 2025Q4: 47,001 shares; 2026Q1: 46,787 shares 46,787 $1.28M 0.1% -214 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: not loaded; 2024Q4: 17,015 shares; 2025Q1: 16,571 shares; 2025Q2: 14,740 shares; 2025Q3: 14,213 shares; 2025Q4: 13,472 shares; 2026Q1: 13,170 shares 13,170 $1.27M 0.1% -302 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,053 shares; 2025Q1: 23,521 shares; 2025Q2: 14,808 shares; 2025Q3: 15,645 shares; 2025Q4: 8,343 shares; 2026Q1: 6,617 shares 6,617 $1.27M 0.1% -1,726 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,641 shares; 2025Q1: 19,535 shares; 2025Q2: 20,132 shares; 2025Q3: 19,656 shares; 2025Q4: 18,975 shares; 2026Q1: 15,944 shares 15,944 $1.26M 0.1% -3,031 Timeline BLOK 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 loaded; 2024Q4: 18,047 shares; 2025Q1: 19,766 shares; 2025Q2: 19,869 shares; 2025Q3: 21,280 shares; 2025Q4: 24,577 shares; 2026Q1: 21,078 shares 21,078 $1.25M 0.1% -3,499 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,709 shares; 2025Q1: 19,742 shares; 2025Q2: 18,829 shares; 2025Q3: 17,538 shares; 2025Q4: 17,499 shares; 2026Q1: 17,181 shares 17,181 $1.23M 0.1% -318 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,565 shares; 2025Q1: 24,815 shares; 2025Q2: 27,273 shares; 2025Q3: 26,697 shares; 2025Q4: 21,776 shares; 2026Q1: 21,309 shares 21,309 $1.23M 0.1% -467 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 4,952 shares 4,952 $1.23M 0.1% +2,760 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,951 shares; 2026Q1: 32,542 shares 32,542 $1.22M 0.1% +2,591 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,850 shares; 2025Q1: 6,239 shares; 2025Q2: 5,758 shares; 2025Q3: 6,138 shares; 2025Q4: 6,321 shares; 2026Q1: 9,933 shares 9,933 $1.22M 0.1% +3,612 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,097 shares 12,097 $1.22M 0.1% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,736 shares; 2025Q1: 2,721 shares; 2025Q2: 2,623 shares; 2025Q3: 2,396 shares; 2025Q4: 2,371 shares; 2026Q1: 2,491 shares 2,491 $1.22M 0.1% +120 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,610 shares; 2025Q1: 5,176 shares; 2025Q2: 5,792 shares; 2025Q3: 7,728 shares; 2025Q4: 7,810 shares; 2026Q1: 8,194 shares 8,194 $1.21M 0.09% +384 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,208 shares; 2025Q1: 12,360 shares; 2025Q2: 8,134 shares; 2025Q3: 8,192 shares; 2025Q4: 7,978 shares; 2026Q1: 7,653 shares 7,653 $1.2M 0.09% -325 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,974 shares; 2025Q1: 21,931 shares; 2025Q2: 11,175 shares; 2025Q3: 10,423 shares; 2025Q4: 13,116 shares; 2026Q1: 14,569 shares 14,569 $1.18M 0.09% +1,453 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,587 shares; 2025Q3: 44,161 shares; 2025Q4: 36,550 shares; 2026Q1: 41,324 shares 41,324 $1.17M 0.09% +4,774 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,923 shares; 2025Q1: 20,061 shares; 2025Q2: 18,907 shares; 2025Q3: 15,898 shares; 2025Q4: 14,818 shares; 2026Q1: 12,370 shares 12,370 $1.16M 0.09% -2,448 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,677 shares; 2025Q1: 4,188 shares; 2025Q2: 3,423 shares; 2025Q3: 3,488 shares; 2025Q4: 4,717 shares; 2026Q1: 5,629 shares 5,629 $1.15M 0.09% +912 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: not loaded; 2024Q4: 12,542 shares; 2025Q1: 11,439 shares; 2025Q2: 15,454 shares; 2025Q3: 15,425 shares; 2025Q4: 15,192 shares; 2026Q1: 15,539 shares 15,539 $1.15M 0.09% +347 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: not loaded; 2024Q4: 32,953 shares; 2025Q1: 28,487 shares; 2025Q2: 8,606 shares; 2025Q3: 15,876 shares; 2025Q4: 17,116 shares; 2026Q1: 19,363 shares 19,363 $1.14M 0.09% +2,247 Timeline FQAL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,518 shares 14,518 $1.14M 0.09% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,085 shares; 2025Q1: 6,503 shares; 2025Q2: 6,746 shares; 2025Q3: 7,059 shares; 2025Q4: 6,812 shares; 2026Q1: 6,477 shares 6,477 $1.13M 0.09% -335 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares; 2026Q1: 4,462 shares 4,462 $1.13M 0.09% +2,390 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,386 shares; 2026Q1: 40,749 shares 40,749 $1.12M 0.09% +3,363 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,438 shares; 2025Q1: 11,147 shares; 2025Q2: 11,206 shares; 2025Q3: 11,917 shares; 2025Q4: 12,420 shares; 2026Q1: 12,961 shares 12,961 $1.12M 0.09% +541 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,476 shares; 2025Q1: 5,521 shares; 2025Q2: 6,404 shares; 2025Q3: 7,348 shares; 2025Q4: 7,703 shares; 2026Q1: 7,987 shares 7,987 $1.11M 0.09% +284 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 loaded; 2024Q4: 8,354 shares; 2025Q1: 14,852 shares; 2025Q2: 15,027 shares; 2025Q3: 12,736 shares; 2025Q4: 11,993 shares; 2026Q1: 8,758 shares 8,758 $1.1M 0.09% -3,235 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,318 shares; 2025Q1: 6,450 shares; 2025Q2: 6,412 shares; 2025Q3: 8,872 shares; 2025Q4: 7,928 shares; 2026Q1: 6,886 shares 6,886 $1.08M 0.08% -1,042 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: not loaded; 2024Q4: 43,993 shares; 2025Q1: 28,221 shares; 2025Q2: 28,075 shares; 2025Q3: 23,499 shares; 2025Q4: 22,905 shares; 2026Q1: 23,070 shares 23,070 $1.08M 0.08% +165 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,409 shares; 2025Q1: 19,538 shares; 2025Q2: 21,852 shares; 2025Q3: 24,800 shares; 2025Q4: 25,937 shares; 2026Q1: 26,846 shares 26,846 $1.07M 0.08% +909 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,484 shares; 2025Q2: 4,324 shares; 2025Q3: 8,940 shares; 2025Q4: 9,862 shares; 2026Q1: 10,847 shares 10,847 $1.06M 0.08% +985 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: not loaded; 2024Q4: not reported; 2025Q1: 10,095 shares; 2025Q2: 26,496 shares; 2025Q3: 37,154 shares; 2025Q4: 40,019 shares; 2026Q1: 25,189 shares 25,189 $1.06M 0.08% -14,830 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: not loaded; 2024Q4: 92,933 shares; 2025Q1: 90,197 shares; 2025Q2: 86,918 shares; 2025Q3: 87,619 shares; 2025Q4: 92,534 shares; 2026Q1: 94,590 shares 94,590 $1.05M 0.08% +2,056 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,157 shares; 2026Q1: 21,157 shares 21,157 $1.05M 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,677 shares; 2025Q1: 3,034 shares; 2025Q2: 2,773 shares; 2025Q3: 3,416 shares; 2025Q4: 3,337 shares; 2026Q1: 4,259 shares 4,259 $1.05M 0.08% +922 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: not loaded; 2024Q4: 6,696 shares; 2025Q1: 8,279 shares; 2025Q2: 8,456 shares; 2025Q3: 12,279 shares; 2025Q4: 12,653 shares; 2026Q1: 11,408 shares 11,408 $1.04M 0.08% -1,245 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,232 shares; 2025Q1: 55,648 shares; 2025Q2: 54,488 shares; 2025Q3: 40,431 shares; 2025Q4: 37,050 shares; 2026Q1: 53,831 shares 53,831 $1.03M 0.08% +16,781 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 707 shares; 2025Q1: 741 shares; 2025Q2: 821 shares; 2025Q3: 769 shares; 2025Q4: 974 shares; 2026Q1: 965 shares 965 $1.03M 0.08% -9 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: not loaded; 2024Q4: 5,560 shares; 2025Q1: 6,838 shares; 2025Q2: 6,345 shares; 2025Q3: 5,898 shares; 2025Q4: 6,728 shares; 2026Q1: 7,843 shares 7,843 $1.03M 0.08% +1,115 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,264 shares; 2025Q1: 38,383 shares; 2025Q2: 38,268 shares; 2025Q3: 37,376 shares; 2025Q4: 37,215 shares; 2026Q1: 39,236 shares 39,236 $1.03M 0.08% +2,021 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,072 shares; 2025Q2: 9,124 shares; 2025Q3: 9,423 shares; 2025Q4: 9,434 shares; 2026Q1: 10,627 shares 10,627 $995K 0.08% +1,193 Timeline BFRZ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,958 shares; 2025Q3: 37,351 shares; 2025Q4: 36,935 shares; 2026Q1: 37,451 shares 37,451 $990K 0.08% +516 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,053 shares; 2025Q1: 88,924 shares; 2025Q2: 62,675 shares; 2025Q3: 19,965 shares; 2025Q4: 15,831 shares; 2026Q1: 15,489 shares 15,489 $984K 0.08% -342 Timeline ZALT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,181 shares 29,181 $976K 0.08% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,020 shares; 2025Q1: 19,183 shares; 2025Q2: 15,787 shares; 2025Q3: 18,893 shares; 2025Q4: 19,370 shares; 2026Q1: 20,218 shares 20,218 $971K 0.08% +848 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,839 shares; 2025Q2: 4,367 shares; 2025Q3: 5,144 shares; 2025Q4: 5,168 shares; 2026Q1: 5,479 shares 5,479 $965K 0.08% +311 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 653 shares; 2025Q1: 932 shares; 2025Q2: 916 shares; 2025Q3: 823 shares; 2025Q4: 9,112 shares; 2026Q1: 10,923 shares 10,923 $965K 0.08% +1,811 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 loaded; 2024Q4: 11,230 shares; 2025Q1: 6,188 shares; 2025Q2: 6,635 shares; 2025Q3: 6,492 shares; 2025Q4: 6,368 shares; 2026Q1: 6,133 shares 6,133 $964K 0.08% -235 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,956 shares; 2025Q1: 2,871 shares; 2025Q2: 3,951 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,165 shares 4,165 $963K 0.08% +132 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 1,928 shares; 2025Q2: 1,735 shares; 2025Q3: 2,912 shares; 2025Q4: 3,019 shares; 2026Q1: 3,268 shares 3,268 $960K 0.08% +249 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,845 shares; 2025Q1: 14,606 shares; 2025Q2: 28,592 shares; 2025Q3: 16,083 shares; 2025Q4: 16,709 shares; 2026Q1: 16,006 shares 16,006 $936K 0.07% -703 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: not loaded; 2024Q4: 6,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,516 shares; 2025Q4: 14,692 shares; 2026Q1: 15,176 shares 15,176 $930K 0.07% +484 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,895 shares; 2025Q1: 25,062 shares; 2025Q2: 25,410 shares; 2025Q3: 25,753 shares; 2025Q4: 35,234 shares; 2026Q1: 30,834 shares 30,834 $924K 0.07% -4,400 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,005 shares 18,005 $913K 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 loaded; 2024Q4: 55,642 shares; 2025Q1: 53,651 shares; 2025Q2: 37,499 shares; 2025Q3: 44,641 shares; 2025Q4: 16,469 shares; 2026Q1: 15,810 shares 15,810 $910K 0.07% -659 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,562 shares; 2025Q1: 7,056 shares; 2025Q2: 12,118 shares; 2025Q3: 8,906 shares; 2025Q4: 9,072 shares; 2026Q1: 9,535 shares 9,535 $902K 0.07% +463 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,729 shares; 2025Q1: 3,072 shares; 2025Q2: 2,893 shares; 2025Q3: 3,104 shares; 2025Q4: 2,640 shares; 2026Q1: 2,198 shares 2,198 $899K 0.07% -442 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,227 shares; 2025Q1: 18,631 shares; 2025Q2: 19,761 shares; 2025Q3: 19,599 shares; 2025Q4: 18,135 shares; 2026Q1: 17,214 shares 17,214 $897K 0.07% -921 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,660 shares 12,660 $882K 0.07% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,208 shares 13,208 $879K 0.07% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,267 shares; 2025Q1: 11,224 shares; 2025Q2: 15,107 shares; 2025Q3: 14,354 shares; 2025Q4: 15,607 shares; 2026Q1: 15,659 shares 15,659 $875K 0.07% +52 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,258 shares; 2025Q1: 9,657 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares; 2026Q1: 8,890 shares 8,890 $872K 0.07% -94 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,886 shares; 2025Q4: 5,415 shares; 2026Q1: 12,720 shares 12,720 $868K 0.07% +7,305 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,237 shares; 2025Q4: 2,104 shares; 2026Q1: 2,615 shares 2,615 $855K 0.07% +511 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: not loaded; 2024Q4: 9,858 shares; 2025Q1: 11,047 shares; 2025Q2: 11,002 shares; 2025Q3: 11,192 shares; 2025Q4: 10,801 shares; 2026Q1: 10,090 shares 10,090 $851K 0.07% -711 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,945 shares; 2025Q1: 3,914 shares; 2025Q2: 2,808 shares; 2025Q3: 2,587 shares; 2025Q4: 5,293 shares; 2026Q1: 5,206 shares 5,206 $830K 0.07% -87 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,363 shares; 2025Q1: 2,584 shares; 2025Q2: 2,535 shares; 2025Q3: 2,532 shares; 2025Q4: 2,525 shares; 2026Q1: 2,491 shares 2,491 $823K 0.06% -34 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,355 shares; 2025Q3: 130,490 shares; 2025Q4: 22,094 shares; 2026Q1: 19,671 shares 19,671 $817K 0.06% -2,423 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,352 shares; 2026Q1: 9,084 shares 9,084 $807K 0.06% +732 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,052 shares; 2025Q2: 2,370 shares; 2025Q3: 3,112 shares; 2025Q4: 10,716 shares; 2026Q1: 7,864 shares 7,864 $792K 0.06% -2,852 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 192,760 shares; 2025Q1: 55,864 shares; 2025Q2: 81,806 shares; 2025Q3: 72,905 shares; 2025Q4: 44,744 shares; 2026Q1: 45,337 shares 45,337 $791K 0.06% +593 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,848 shares; 2025Q4: 19,595 shares; 2026Q1: 23,855 shares 23,855 $785K 0.06% +4,260 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,047 shares; 2025Q1: 2,224 shares; 2025Q2: 1,971 shares; 2025Q3: 2,141 shares; 2025Q4: 2,560 shares; 2026Q1: 2,817 shares 2,817 $783K 0.06% +257 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,019 shares; 2025Q1: 84,646 shares; 2025Q2: 84,446 shares; 2025Q3: 80,669 shares; 2025Q4: 60,290 shares; 2026Q1: 59,177 shares 59,177 $783K 0.06% -1,113 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: not loaded; 2024Q4: 13,026 shares; 2025Q1: 62,459 shares; 2025Q2: 67,565 shares; 2025Q3: 69,629 shares; 2025Q4: 68,674 shares; 2026Q1: 69,087 shares 69,087 $777K 0.06% +413 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,424 shares; 2025Q3: 23,314 shares; 2025Q4: 23,842 shares; 2026Q1: 24,365 shares 24,365 $770K 0.06% +523 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,529 shares; 2025Q1: 2,243 shares; 2025Q2: 1,974 shares; 2025Q3: 2,029 shares; 2025Q4: 2,041 shares; 2026Q1: 2,061 shares 2,061 $764K 0.06% +20 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,723 shares; 2025Q4: 25,810 shares; 2026Q1: 30,008 shares 30,008 $760K 0.06% +4,198 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,881 shares; 2025Q4: 18,551 shares; 2026Q1: 28,272 shares 28,272 $751K 0.06% +9,721 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,075 shares; 2025Q4: 12,041 shares; 2026Q1: 13,589 shares 13,589 $749K 0.06% +1,548 Timeline FMDE 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,382 shares 19,382 $746K 0.06% new 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: not loaded; 2024Q4: 48,587 shares; 2025Q1: 50,493 shares; 2025Q2: 25,830 shares; 2025Q3: 61,668 shares; 2025Q4: 18,576 shares; 2026Q1: 13,047 shares 13,047 $741K 0.06% -5,529 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 loaded; 2024Q4: 7,224 shares; 2025Q1: 8,759 shares; 2025Q2: 7,895 shares; 2025Q3: 8,590 shares; 2025Q4: 11,854 shares; 2026Q1: 15,794 shares 15,794 $740K 0.06% +3,940 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,379 shares; 2025Q1: 10,403 shares; 2025Q2: 9,241 shares; 2025Q3: 7,970 shares; 2025Q4: 7,419 shares; 2026Q1: 7,253 shares 7,253 $728K 0.06% -166 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,437 shares; 2026Q1: 4,981 shares 4,981 $727K 0.06% +3,544 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,704 shares; 2025Q3: 10,572 shares; 2025Q4: 10,793 shares; 2026Q1: 11,319 shares 11,319 $724K 0.06% +526 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,642 shares; 2025Q1: 3,490 shares; 2025Q2: 3,552 shares; 2025Q3: 3,422 shares; 2025Q4: 3,387 shares; 2026Q1: 3,123 shares 3,123 $715K 0.06% -264 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: not loaded; 2024Q4: 5,797 shares; 2025Q1: 7,327 shares; 2025Q2: 7,137 shares; 2025Q3: 6,923 shares; 2025Q4: 4,343 shares; 2026Q1: 2,989 shares 2,989 $714K 0.06% -1,354 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: not loaded; 2024Q4: 8,622 shares; 2025Q1: 10,160 shares; 2025Q2: 5,643 shares; 2025Q3: 4,905 shares; 2025Q4: 5,553 shares; 2026Q1: 5,290 shares 5,290 $708K 0.06% -263 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: 4,738 shares 4,738 $698K 0.05% +2,768 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,061 shares; 2025Q1: 4,685 shares; 2025Q2: 4,396 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares 4,395 $697K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 829 shares; 2025Q1: 1,214 shares; 2025Q2: 1,087 shares; 2025Q3: 1,636 shares; 2025Q4: 1,627 shares; 2026Q1: 1,385 shares 1,385 $694K 0.05% -242 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 904 shares; 2026Q1: 945 shares 945 $688K 0.05% +41 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 658 shares; 2025Q1: 979 shares; 2025Q2: 833 shares; 2025Q3: 980 shares; 2025Q4: 431 shares; 2026Q1: 423 shares 423 $683K 0.05% -8 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,546 shares; 2025Q1: 8,015 shares; 2025Q2: 9,666 shares; 2025Q3: 16,435 shares; 2025Q4: 16,436 shares; 2026Q1: 16,048 shares 16,048 $679K 0.05% -388 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 2,162 shares; 2025Q3: 2,799 shares; 2025Q4: 2,880 shares; 2026Q1: 3,161 shares 3,161 $678K 0.05% +281 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,265 shares; 2025Q1: 40,192 shares; 2025Q2: 36,139 shares; 2025Q3: 29,197 shares; 2025Q4: 28,002 shares; 2026Q1: 28,596 shares 28,596 $677K 0.05% +594 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,202 shares 15,202 $675K 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: 4,899 shares; 2025Q4: 5,011 shares; 2026Q1: 7,389 shares 7,389 $670K 0.05% +2,378 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,862 shares; 2025Q1: 168,243 shares; 2025Q2: 168,677 shares; 2025Q3: 145,946 shares; 2025Q4: 54,789 shares; 2026Q1: 54,699 shares 54,699 $669K 0.05% -90 Timeline DGRS 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 loaded; 2024Q4: 11,426 shares; 2025Q1: 12,088 shares; 2025Q2: 12,204 shares; 2025Q3: 12,689 shares; 2025Q4: 11,434 shares; 2026Q1: 11,711 shares 11,711 $668K 0.05% +277 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,059 shares; 2025Q1: 2,990 shares; 2025Q2: 2,606 shares; 2025Q3: 2,895 shares; 2025Q4: 3,004 shares; 2026Q1: 3,238 shares 3,238 $664K 0.05% +234 Timeline BUFF 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 loaded; 2024Q4: 123,171 shares; 2025Q1: 92,853 shares; 2025Q2: 20,919 shares; 2025Q3: 13,657 shares; 2025Q4: 13,155 shares; 2026Q1: 12,797 shares 12,797 $662K 0.05% -358 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,510 shares; 2025Q1: 9,597 shares; 2025Q2: 9,255 shares; 2025Q3: 8,197 shares; 2025Q4: 7,134 shares; 2026Q1: 7,933 shares 7,933 $660K 0.05% +799 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,904 shares; 2025Q1: 33,287 shares; 2025Q2: 7,816 shares; 2025Q3: 10,274 shares; 2025Q4: 19,358 shares; 2026Q1: 24,346 shares 24,346 $650K 0.05% +4,988 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,581 shares; 2025Q1: 19,441 shares; 2025Q2: 29,726 shares; 2025Q3: 39,831 shares; 2025Q4: 41,887 shares; 2026Q1: 14,247 shares 14,247 $643K 0.05% -27,640 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,252 shares; 2025Q1: 13,530 shares; 2025Q2: 12,953 shares; 2025Q3: 12,540 shares; 2025Q4: 12,542 shares; 2026Q1: 12,347 shares 12,347 $639K 0.05% -195 Timeline ZOCT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,314 shares; 2025Q4: 41,314 shares; 2026Q1: 23,236 shares 23,236 $635K 0.05% -18,078 Timeline ZDEK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,244 shares; 2026Q1: 24,244 shares 24,244 $634K 0.05% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,970 shares; 2025Q3: 3,432 shares; 2025Q4: 3,362 shares; 2026Q1: 4,259 shares 4,259 $630K 0.05% +897 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,618 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $629K 0.05% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,477 shares 16,477 $625K 0.05% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 758 shares 758 $623K 0.05% -8 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,562 shares; 2025Q2: 24,808 shares; 2025Q3: 28,588 shares; 2025Q4: 29,071 shares; 2026Q1: 1,893 shares 1,893 $622K 0.05% -27,178 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,626 shares; 2025Q1: 25,072 shares; 2025Q2: 15,529 shares; 2025Q3: 14,041 shares; 2025Q4: 13,584 shares; 2026Q1: 13,726 shares 13,726 $614K 0.05% +142 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,498 shares; 2025Q1: 7,952 shares; 2025Q2: 9,542 shares; 2025Q3: 11,616 shares; 2025Q4: 11,788 shares; 2026Q1: 12,761 shares 12,761 $605K 0.05% +973 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,344 shares 18,344 $597K 0.05% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,584 shares; 2025Q1: 71,127 shares; 2025Q2: 114,998 shares; 2025Q3: 143,853 shares; 2025Q4: 167,998 shares; 2026Q1: 190,477 shares 190,477 $596K 0.05% +22,479 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: not loaded; 2024Q4: 5,450 shares; 2025Q1: 5,489 shares; 2025Q2: 1,385 shares; 2025Q3: 1,328 shares; 2025Q4: 833 shares; 2026Q1: 1,392 shares 1,392 $595K 0.05% +559 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,650 shares 11,650 $595K 0.05% new 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: not loaded; 2024Q4: 7,782 shares; 2025Q1: 11,815 shares; 2025Q2: 10,472 shares; 2025Q3: 8,616 shares; 2025Q4: 7,727 shares; 2026Q1: 4,415 shares 4,415 $593K 0.05% -3,312 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,890 shares; 2025Q1: 4,362 shares; 2025Q2: 4,664 shares; 2025Q3: 5,514 shares; 2025Q4: 4,195 shares; 2026Q1: 3,316 shares 3,316 $593K 0.05% -879 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,721 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 1,975 shares; 2026Q1: 2,243 shares 2,243 $592K 0.05% +268 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,014 shares; 2025Q1: 199,830 shares; 2025Q2: 188,972 shares; 2025Q3: 157,405 shares; 2025Q4: 225,874 shares; 2026Q1: 257,830 shares 257,830 $585K 0.05% +31,956 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 2,211 shares; 2025Q3: 3,797 shares; 2025Q4: 3,857 shares; 2026Q1: 3,715 shares 3,715 $584K 0.05% -142 Timeline FUTY 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: not loaded; 2024Q4: 5,047 shares; 2025Q1: 5,647 shares; 2025Q2: 6,247 shares; 2025Q3: 7,447 shares; 2025Q4: 7,797 shares; 2026Q1: 9,667 shares 9,667 $584K 0.05% +1,870 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,935 shares; 2025Q1: 8,153 shares; 2025Q2: 10,252 shares; 2025Q3: 10,809 shares; 2025Q4: 9,927 shares; 2026Q1: 10,887 shares 10,887 $582K 0.05% +960 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 532,000 shares; 2025Q1: 385,730 shares; 2025Q2: 214,914 shares; 2025Q3: 102,493 shares; 2025Q4: 102,738 shares; 2026Q1: 119,075 shares 119,075 $579K 0.05% +16,337 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: not loaded; 2024Q4: 14,161 shares; 2025Q1: 12,453 shares; 2025Q2: 12,244 shares; 2025Q3: 11,814 shares; 2025Q4: 11,889 shares; 2026Q1: 11,319 shares 11,319 $578K 0.05% -570 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 1,444 shares; 2025Q2: 1,230 shares; 2025Q3: 1,311 shares; 2025Q4: 1,320 shares; 2026Q1: 1,486 shares 1,486 $577K 0.05% +166 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,644 shares; 2025Q4: 3,848 shares; 2026Q1: 4,281 shares 4,281 $574K 0.05% +433 Timeline FCOM 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: not loaded; 2024Q4: 4,606 shares; 2025Q1: 5,656 shares; 2025Q2: 6,256 shares; 2025Q3: 7,606 shares; 2025Q4: 7,681 shares; 2026Q1: 7,681 shares 7,681 $572K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,939 shares; 2025Q1: 6,923 shares; 2025Q2: 7,159 shares; 2025Q3: 5,427 shares; 2025Q4: 4,429 shares; 2026Q1: 3,176 shares 3,176 $570K 0.04% -1,253 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,892 shares; 2025Q3: 2,897 shares; 2025Q4: 3,046 shares; 2026Q1: 4,645 shares 4,645 $563K 0.04% +1,599 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,006 shares 15,006 $560K 0.04% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,667 shares; 2025Q2: 18,823 shares; 2025Q3: 18,085 shares; 2025Q4: 15,999 shares; 2026Q1: 13,598 shares 13,598 $558K 0.04% -2,401 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: not loaded; 2024Q4: 2,962 shares; 2025Q1: 2,459 shares; 2025Q2: 1,526 shares; 2025Q3: 3,365 shares; 2025Q4: 3,576 shares; 2026Q1: 3,503 shares 3,503 $555K 0.04% -73 Timeline FTCA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,502 shares; 2026Q1: 75,134 shares 75,134 $552K 0.04% +632 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,644 shares; 2025Q1: 27,335 shares; 2025Q2: 23,476 shares; 2025Q3: 24,942 shares; 2025Q4: 24,372 shares; 2026Q1: 23,782 shares 23,782 $551K 0.04% -590 Timeline GDXY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,500 shares; 2025Q3: 36,906 shares; 2025Q4: 41,913 shares; 2026Q1: 42,865 shares 42,865 $550K 0.04% +952 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,629 shares; 2025Q1: 4,875 shares; 2025Q2: 5,698 shares; 2025Q3: 5,596 shares; 2025Q4: 5,030 shares; 2026Q1: 5,007 shares 5,007 $549K 0.04% -23 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,544 shares; 2025Q1: 7,897 shares; 2025Q2: 9,642 shares; 2025Q3: 9,184 shares; 2025Q4: 8,489 shares; 2026Q1: 8,361 shares 8,361 $543K 0.04% -128 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,213 shares; 2025Q1: 3,596 shares; 2025Q2: 2,785 shares; 2025Q3: 2,562 shares; 2025Q4: 3,755 shares; 2026Q1: 3,699 shares 3,699 $540K 0.04% -56 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,195 shares 7,195 $538K 0.04% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,694 shares; 2025Q1: 5,848 shares; 2025Q2: 5,367 shares; 2025Q3: 7,162 shares; 2025Q4: 7,216 shares; 2026Q1: 7,085 shares 7,085 $537K 0.04% -131 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,022 shares; 2025Q1: 4,459 shares; 2025Q2: 2,269 shares; 2025Q3: 2,252 shares; 2025Q4: 4,538 shares; 2026Q1: 4,538 shares 4,538 $537K 0.04% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,827 shares 2,827 $530K 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,164 shares; 2025Q1: 6,502 shares; 2025Q2: 5,849 shares; 2025Q3: 4,597 shares; 2025Q4: 4,296 shares; 2026Q1: 4,082 shares 4,082 $530K 0.04% -214 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,143 shares; 2025Q3: 14,916 shares; 2025Q4: 14,859 shares; 2026Q1: 15,189 shares 15,189 $529K 0.04% +330 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,907 shares; 2025Q1: 6,839 shares; 2025Q2: 6,185 shares; 2025Q3: 6,285 shares; 2025Q4: 5,677 shares; 2026Q1: 8,724 shares 8,724 $529K 0.04% +3,047 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,349 shares; 2025Q1: 13,986 shares; 2025Q2: 6,430 shares; 2025Q3: 5,290 shares; 2025Q4: 6,517 shares; 2026Q1: 7,250 shares 7,250 $528K 0.04% +733 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,771 shares; 2025Q1: 91,269 shares; 2025Q2: 80,886 shares; 2025Q3: 73,642 shares; 2025Q4: 55,684 shares; 2026Q1: 46,126 shares 46,126 $527K 0.04% -9,558 Timeline PSMO PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,713 shares; 2025Q4: 16,378 shares; 2026Q1: 16,378 shares 16,378 $521K 0.04% 0 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,969 shares 33,969 $521K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,416 shares; 2025Q2: 2,915 shares; 2025Q3: 2,752 shares; 2025Q4: 2,925 shares; 2026Q1: 3,647 shares 3,647 $518K 0.04% +722 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,811 shares; 2026Q1: 9,538 shares 9,538 $518K 0.04% -5,273 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,236 shares; 2025Q1: 3,218 shares; 2025Q2: 2,256 shares; 2025Q3: 2,278 shares; 2025Q4: 1,202 shares; 2026Q1: 1,190 shares 1,190 $517K 0.04% -12 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,411 shares; 2025Q1: 9,606 shares; 2025Q2: 3,550 shares; 2025Q3: 3,013 shares; 2025Q4: 3,515 shares; 2026Q1: 3,752 shares 3,752 $514K 0.04% +237 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,896 shares 1,896 $511K 0.04% new 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 loaded; 2024Q4: 10,914 shares; 2025Q1: 10,914 shares; 2025Q2: 10,655 shares; 2025Q3: 10,597 shares; 2025Q4: 10,597 shares; 2026Q1: 10,597 shares 10,597 $508K 0.04% 0 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 loaded; 2024Q4: 5,095 shares; 2025Q1: 5,235 shares; 2025Q2: 5,387 shares; 2025Q3: 5,715 shares; 2025Q4: 5,800 shares; 2026Q1: 6,337 shares 6,337 $506K 0.04% +537 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: not loaded; 2024Q4: 46,054 shares; 2025Q1: 41,918 shares; 2025Q2: 37,201 shares; 2025Q3: 31,611 shares; 2025Q4: 29,409 shares; 2026Q1: 28,115 shares 28,115 $506K 0.04% -1,294 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 80,712 shares; 2025Q1: 85,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,322 shares 12,322 $505K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 288 shares 288 $504K 0.04% +3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 3,763 shares; 2025Q2: 3,840 shares; 2025Q3: 4,312 shares; 2025Q4: 4,240 shares; 2026Q1: 4,834 shares 4,834 $502K 0.04% +594 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares; 2025Q2: 5,527 shares; 2025Q3: 5,513 shares; 2025Q4: 5,499 shares; 2026Q1: 5,285 shares 5,285 $492K 0.04% -214 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,559 shares; 2025Q2: 40,930 shares; 2025Q3: 41,450 shares; 2025Q4: 9,960 shares; 2026Q1: 11,487 shares 11,487 $485K 0.04% +1,527 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares; 2026Q1: 5,216 shares 5,216 $484K 0.04% +344 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,852 shares 1,852 $480K 0.04% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,993 shares; 2025Q1: 8,350 shares; 2025Q2: 8,207 shares; 2025Q3: 8,767 shares; 2025Q4: 8,560 shares; 2026Q1: 9,340 shares 9,340 $477K 0.04% +780 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,302 shares; 2025Q1: 3,486 shares; 2025Q2: 3,391 shares; 2025Q3: 3,869 shares; 2025Q4: 4,431 shares; 2026Q1: 4,922 shares 4,922 $470K 0.04% +491 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,441 shares; 2025Q1: 3,541 shares; 2025Q2: 5,099 shares; 2025Q3: 5,476 shares; 2025Q4: 5,597 shares; 2026Q1: 5,645 shares 5,645 $469K 0.04% +48 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $465K 0.04% new Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,368 shares; 2025Q2: 22,659 shares; 2025Q3: 21,043 shares; 2025Q4: 17,923 shares; 2026Q1: 13,725 shares 13,725 $463K 0.04% -4,198 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,729 shares; 2025Q1: 19,252 shares; 2025Q2: 18,223 shares; 2025Q3: 18,349 shares; 2025Q4: 15,681 shares; 2026Q1: 15,589 shares 15,589 $459K 0.04% -92 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,200 shares; 2025Q1: 7,007 shares; 2025Q2: 6,820 shares; 2025Q3: 6,346 shares; 2025Q4: 5,591 shares; 2026Q1: 3,163 shares 3,163 $458K 0.04% -2,428 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,529 shares; 2025Q1: 7,742 shares; 2025Q2: 8,397 shares; 2025Q3: 6,633 shares; 2025Q4: 6,658 shares; 2026Q1: 8,078 shares 8,078 $458K 0.04% +1,420 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: not loaded; 2024Q4: 16,220 shares; 2025Q1: 25,144 shares; 2025Q2: 44,799 shares; 2025Q3: 60,892 shares; 2025Q4: 64,342 shares; 2026Q1: 16,767 shares 16,767 $455K 0.04% -47,575 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,222 shares; 2025Q1: 11,384 shares; 2025Q2: 5,611 shares; 2025Q3: 4,994 shares; 2025Q4: 4,440 shares; 2026Q1: 4,041 shares 4,041 $454K 0.04% -399 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,690 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,690 shares; 2025Q4: 7,690 shares; 2026Q1: 7,690 shares 7,690 $452K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,644 shares; 2025Q1: 4,280 shares; 2025Q2: 4,361 shares; 2025Q3: 4,288 shares; 2025Q4: 4,277 shares; 2026Q1: 4,299 shares 4,299 $440K 0.03% +22 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,891 shares; 2025Q1: 5,607 shares; 2025Q2: 1,746 shares; 2025Q3: 1,172 shares; 2025Q4: 997 shares; 2026Q1: 924 shares 924 $439K 0.03% -73 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,999 shares; 2025Q1: 6,196 shares; 2025Q2: 6,054 shares; 2025Q3: 6,289 shares; 2025Q4: 6,112 shares; 2026Q1: 5,646 shares 5,646 $434K 0.03% -466 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,783 shares; 2025Q1: 5,511 shares; 2025Q2: 42,372 shares; 2025Q3: 7,194 shares; 2025Q4: 7,923 shares; 2026Q1: 7,192 shares 7,192 $430K 0.03% -731 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,871 shares; 2025Q1: 231,197 shares; 2025Q2: 128,465 shares; 2025Q3: 118,387 shares; 2025Q4: 22,117 shares; 2026Q1: 13,349 shares 13,349 $430K 0.03% -8,768 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,126 shares; 2025Q3: 23,283 shares; 2025Q4: 32,612 shares; 2026Q1: 35,230 shares 35,230 $429K 0.03% +2,618 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,776 shares; 2025Q1: 21,690 shares; 2025Q2: 21,768 shares; 2025Q3: 21,768 shares; 2025Q4: 21,670 shares; 2026Q1: 21,368 shares 21,368 $427K 0.03% -302 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,075 shares; 2025Q1: 9,339 shares; 2025Q2: 5,345 shares; 2025Q3: 5,850 shares; 2025Q4: 5,783 shares; 2026Q1: 5,655 shares 5,655 $422K 0.03% -128 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,575 shares; 2025Q1: 2,443 shares; 2025Q2: 2,736 shares; 2025Q3: 2,484 shares; 2025Q4: 1,481 shares; 2026Q1: 1,637 shares 1,637 $422K 0.03% +156 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,921 shares; 2025Q4: 10,922 shares; 2026Q1: 10,929 shares 10,929 $417K 0.03% +7 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,132 shares; 2025Q1: 6,577 shares; 2025Q2: 6,139 shares; 2025Q3: 6,139 shares; 2025Q4: 6,015 shares; 2026Q1: 6,236 shares 6,236 $416K 0.03% +221 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,267 shares; 2025Q2: 10,891 shares; 2025Q3: 11,326 shares; 2025Q4: 10,057 shares; 2026Q1: 9,129 shares 9,129 $416K 0.03% -928 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,803 shares 12,803 $415K 0.03% new Timeline PCM PCM FD INC More: the full row for PCM FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,584 shares; 2025Q1: 84,712 shares; 2025Q2: 85,255 shares; 2025Q3: 88,609 shares; 2025Q4: 71,738 shares; 2026Q1: 70,856 shares 70,856 $407K 0.03% -882 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: not loaded; 2024Q4: 4,150 shares; 2025Q1: 6,594 shares; 2025Q2: 5,104 shares; 2025Q3: 4,596 shares; 2025Q4: 3,803 shares; 2026Q1: 2,023 shares 2,023 $407K 0.03% -1,780 Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,135 shares; 2025Q4: 12,135 shares; 2026Q1: 12,135 shares 12,135 $403K 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,372 shares; 2025Q1: 5,068 shares; 2025Q2: 9,313 shares; 2025Q3: 11,145 shares; 2025Q4: 7,161 shares; 2026Q1: 3,803 shares 3,803 $396K 0.03% -3,358 Timeline SFLR 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 loaded; 2024Q4: 82,923 shares; 2025Q1: 74,470 shares; 2025Q2: 9,147 shares; 2025Q3: 12,220 shares; 2025Q4: 11,352 shares; 2026Q1: 10,742 shares 10,742 $396K 0.03% -610 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: not loaded; 2024Q4: 66,150 shares; 2025Q1: 72,767 shares; 2025Q2: 74,036 shares; 2025Q3: 10,319 shares; 2025Q4: 7,887 shares; 2026Q1: 7,791 shares 7,791 $393K 0.03% -96 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,668 shares; 2025Q1: 3,767 shares; 2025Q2: 4,479 shares; 2025Q3: 4,442 shares; 2025Q4: 4,041 shares; 2026Q1: 3,587 shares 3,587 $392K 0.03% -454 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,731 shares; 2025Q3: 6,640 shares; 2025Q4: 6,608 shares; 2026Q1: 6,566 shares 6,566 $389K 0.03% -42 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,014 shares; 2025Q4: 3,667 shares; 2026Q1: 3,481 shares 3,481 $388K 0.03% -186 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,757 shares; 2025Q2: 1,997 shares; 2025Q3: 2,562 shares; 2025Q4: 2,695 shares; 2026Q1: 2,964 shares 2,964 $384K 0.03% +269 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,471 shares; 2025Q1: 15,151 shares; 2025Q2: 13,948 shares; 2025Q3: 11,452 shares; 2025Q4: 9,742 shares; 2026Q1: 7,856 shares 7,856 $384K 0.03% -1,886 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,349 shares; 2025Q1: 73,938 shares; 2025Q2: 61,564 shares; 2025Q3: 62,422 shares; 2025Q4: 10,280 shares; 2026Q1: 5,899 shares 5,899 $383K 0.03% -4,381 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,771 shares 3,771 $382K 0.03% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,390 shares; 2025Q1: 9,080 shares; 2025Q2: 10,818 shares; 2025Q3: 10,183 shares; 2025Q4: 8,963 shares; 2026Q1: 7,443 shares 7,443 $381K 0.03% -1,520 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,053 shares; 2025Q1: 4,228 shares; 2025Q2: 3,619 shares; 2025Q3: 3,719 shares; 2025Q4: 3,619 shares; 2026Q1: 3,619 shares 3,619 $379K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,708 shares; 2025Q4: 6,857 shares; 2026Q1: 5,855 shares 5,855 $378K 0.03% -1,002 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 707 shares; 2025Q3: 790 shares; 2025Q4: 793 shares; 2026Q1: 872 shares 872 $376K 0.03% +79 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,080 shares; 2025Q4: 1,118 shares; 2026Q1: 1,302 shares 1,302 $375K 0.03% +184 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,230 shares; 2025Q4: 9,230 shares; 2026Q1: 9,233 shares 9,233 $374K 0.03% +3 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,454 shares; 2025Q1: 2,721 shares; 2025Q2: 2,804 shares; 2025Q3: 2,675 shares; 2025Q4: 2,852 shares; 2026Q1: 3,413 shares 3,413 $370K 0.03% +561 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,972 shares; 2025Q1: 92,307 shares; 2025Q2: 94,908 shares; 2025Q3: 13,838 shares; 2025Q4: 19,081 shares; 2026Q1: 11,964 shares 11,964 $369K 0.03% -7,117 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,585 shares; 2025Q1: 2,687 shares; 2025Q2: 2,400 shares; 2025Q3: 2,427 shares; 2025Q4: 2,331 shares; 2026Q1: 2,325 shares 2,325 $364K 0.03% -6 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,722 shares; 2025Q3: 8,650 shares; 2025Q4: 10,682 shares; 2026Q1: 7,392 shares 7,392 $360K 0.03% -3,290 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,744 shares; 2025Q4: 4,698 shares; 2026Q1: 4,630 shares 4,630 $360K 0.03% -68 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,449 shares; 2026Q1: 13,039 shares 13,039 $359K 0.03% +5,590 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 loaded; 2024Q4: 38,561 shares; 2025Q1: 40,381 shares; 2025Q2: 27,647 shares; 2025Q3: 28,178 shares; 2025Q4: 3,961 shares; 2026Q1: 4,580 shares 4,580 $359K 0.03% +619 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,787 shares; 2025Q2: 6,639 shares; 2025Q3: 9,349 shares; 2025Q4: 5,404 shares; 2026Q1: 5,270 shares 5,270 $357K 0.03% -134 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,397 shares; 2025Q3: 1,326 shares; 2025Q4: 1,404 shares; 2026Q1: 1,636 shares 1,636 $356K 0.03% +232 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,821 shares; 2025Q1: 8,282 shares; 2025Q2: 7,093 shares; 2025Q3: 6,782 shares; 2025Q4: 6,677 shares; 2026Q1: 6,231 shares 6,231 $354K 0.03% -446 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,719 shares; 2025Q1: 4,159 shares; 2025Q2: 3,771 shares; 2025Q3: 4,213 shares; 2025Q4: 4,369 shares; 2026Q1: 3,643 shares 3,643 $352K 0.03% -726 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,361 shares; 2026Q1: 9,769 shares 9,769 $350K 0.03% +1,408 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,316 shares; 2025Q4: 9,665 shares; 2026Q1: 5,911 shares 5,911 $348K 0.03% -3,754 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 33,511 shares; 2025Q2: 34,184 shares; 2025Q3: 35,274 shares; 2025Q4: 36,464 shares; 2026Q1: 37,801 shares 37,801 $339K 0.03% +1,337 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,163 shares; 2025Q1: 30,608 shares; 2025Q2: 29,882 shares; 2025Q3: 36,543 shares; 2025Q4: 38,348 shares; 2026Q1: 26,378 shares 26,378 $333K 0.03% -11,970 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 778 shares; 2025Q2: 769 shares; 2025Q3: 602 shares; 2025Q4: 580 shares; 2026Q1: 562 shares 562 $331K 0.03% -18 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,572 shares; 2025Q1: 10,259 shares; 2025Q2: 18,238 shares; 2025Q3: 14,324 shares; 2025Q4: 6,631 shares; 2026Q1: 7,354 shares 7,354 $330K 0.03% +723 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,378 shares; 2025Q1: 3,746 shares; 2025Q2: 3,727 shares; 2025Q3: 3,525 shares; 2025Q4: 3,477 shares; 2026Q1: 3,464 shares 3,464 $329K 0.03% -13 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,125 shares 4,125 $328K 0.03% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 916 shares; 2026Q1: 1,035 shares 1,035 $324K 0.03% +119 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,433 shares; 2025Q4: 3,758 shares; 2026Q1: 3,354 shares 3,354 $323K 0.03% -404 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,592 shares; 2025Q1: 31,478 shares; 2025Q2: 30,650 shares; 2025Q3: 26,069 shares; 2025Q4: 26,834 shares; 2026Q1: 26,687 shares 26,687 $321K 0.03% -147 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,676 shares; 2025Q1: not reported; 2025Q2: 2,591 shares; 2025Q3: 2,640 shares; 2025Q4: 2,647 shares; 2026Q1: 2,660 shares 2,660 $320K 0.03% +13 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,248 shares; 2025Q4: 3,161 shares; 2026Q1: 3,479 shares 3,479 $320K 0.03% +318 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares 1,406 $318K 0.02% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,778 shares 1,778 $317K 0.02% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,262 shares 6,262 $314K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,871 shares; 2025Q1: 5,532 shares; 2025Q2: 5,295 shares; 2025Q3: 6,934 shares; 2025Q4: 6,877 shares; 2026Q1: 3,874 shares 3,874 $314K 0.02% -3,003 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,878 shares; 2025Q1: 1,771 shares; 2025Q2: 1,676 shares; 2025Q3: 1,690 shares; 2025Q4: 1,620 shares; 2026Q1: 1,611 shares 1,611 $314K 0.02% -9 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,346 shares; 2025Q2: 21,741 shares; 2025Q3: 10,522 shares; 2025Q4: 8,902 shares; 2026Q1: 8,585 shares 8,585 $312K 0.02% -317 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,749 shares; 2025Q3: 5,245 shares; 2025Q4: 5,489 shares; 2026Q1: 5,711 shares 5,711 $309K 0.02% +222 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,513 shares; 2025Q1: 28,338 shares; 2025Q2: 28,832 shares; 2025Q3: 26,837 shares; 2025Q4: 25,492 shares; 2026Q1: 25,448 shares 25,448 $307K 0.02% -44 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,415 shares; 2025Q4: 2,579 shares; 2026Q1: 3,924 shares 3,924 $307K 0.02% +1,345 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,947 shares; 2025Q4: 4,820 shares; 2026Q1: 5,505 shares 5,505 $305K 0.02% +685 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,772 shares; 2025Q1: 4,246 shares; 2025Q2: 4,194 shares; 2025Q3: 3,957 shares; 2025Q4: 3,363 shares; 2026Q1: 2,952 shares 2,952 $305K 0.02% -411 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,509 shares; 2025Q1: 2,997 shares; 2025Q2: 2,686 shares; 2025Q3: 2,344 shares; 2025Q4: 2,353 shares; 2026Q1: 1,506 shares 1,506 $305K 0.02% -847 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,818 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares 2,268 $303K 0.02% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,072 shares; 2025Q3: 6,743 shares; 2025Q4: 7,089 shares; 2026Q1: 7,380 shares 7,380 $302K 0.02% +291 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: not loaded; 2024Q4: 1,160 shares; 2025Q1: 1,073 shares; 2025Q2: 974 shares; 2025Q3: 913 shares; 2025Q4: 936 shares; 2026Q1: 935 shares 935 $302K 0.02% -1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,462 shares 10,462 $302K 0.02% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares 3,262 $301K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,448 shares; 2025Q4: 1,365 shares; 2026Q1: 1,293 shares 1,293 $301K 0.02% -72 Timeline PYLD 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: not loaded; 2024Q4: not reported; 2025Q1: 9,086 shares; 2025Q2: 16,534 shares; 2025Q3: 15,962 shares; 2025Q4: 13,687 shares; 2026Q1: 11,231 shares 11,231 $297K 0.02% -2,456 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,273 shares; 2025Q3: 6,913 shares; 2025Q4: 7,260 shares; 2026Q1: 7,564 shares 7,564 $297K 0.02% +304 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 579 shares; 2025Q2: 504 shares; 2025Q3: 494 shares; 2025Q4: 827 shares; 2026Q1: 565 shares 565 $293K 0.02% -262 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,391 shares; 2025Q1: 16,518 shares; 2025Q2: 16,518 shares; 2025Q3: 16,518 shares; 2025Q4: 15,452 shares; 2026Q1: 15,752 shares 15,752 $291K 0.02% +300 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,214 shares; 2025Q1: 1,924 shares; 2025Q2: 1,723 shares; 2025Q3: 1,816 shares; 2025Q4: 1,819 shares; 2026Q1: 718 shares 718 $289K 0.02% -1,101 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 619 shares; 2025Q4: 705 shares; 2026Q1: 752 shares 752 $288K 0.02% +47 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,253 shares; 2025Q4: 1,583 shares; 2026Q1: 1,513 shares 1,513 $287K 0.02% -70 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,072 shares; 2025Q2: 1,397 shares; 2025Q3: 4,868 shares; 2025Q4: 3,289 shares; 2026Q1: 2,096 shares 2,096 $287K 0.02% -1,193 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,502 shares; 2025Q1: 3,877 shares; 2025Q2: 2,840 shares; 2025Q3: 2,383 shares; 2025Q4: 2,223 shares; 2026Q1: 2,263 shares 2,263 $287K 0.02% +40 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,212 shares 8,212 $287K 0.02% new Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,043 shares; 2025Q3: 9,957 shares; 2025Q4: 9,924 shares; 2026Q1: 9,858 shares 9,858 $286K 0.02% -66 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,892 shares; 2025Q1: 6,059 shares; 2025Q2: 4,336 shares; 2025Q3: 3,919 shares; 2025Q4: 2,515 shares; 2026Q1: 2,710 shares 2,710 $285K 0.02% +195 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,337 shares 5,337 $284K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,802 shares; 2025Q1: 1,806 shares; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 1,316 shares; 2026Q1: 1,248 shares 1,248 $284K 0.02% -68 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,160 shares; 2026Q1: 1,430 shares 1,430 $281K 0.02% +270 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 309 shares; 2025Q4: 315 shares; 2026Q1: 342 shares 342 $279K 0.02% +27 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares 1,278 $278K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,288 shares; 2026Q1: 5,801 shares 5,801 $277K 0.02% -487 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 loaded; 2024Q4: not reported; 2025Q1: 7,395 shares; 2025Q2: 9,206 shares; 2025Q3: 8,635 shares; 2025Q4: 7,529 shares; 2026Q1: 6,188 shares 6,188 $275K 0.02% -1,341 Timeline JETS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,515 shares; 2025Q3: 10,453 shares; 2025Q4: 10,653 shares; 2026Q1: 10,803 shares 10,803 $275K 0.02% +150 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares 304 $274K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 488 shares; 2025Q1: 461 shares; 2025Q2: 503 shares; 2025Q3: 435 shares; 2025Q4: 404 shares; 2026Q1: 473 shares 473 $274K 0.02% +69 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950 $274K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: not reported; 2025Q4: 2,772 shares; 2026Q1: 2,952 shares 2,952 $273K 0.02% +180 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,099 shares; 2026Q1: 4,937 shares 4,937 $270K 0.02% +838 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,616 shares 1,616 $267K 0.02% +540 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 1,372 shares 1,372 $263K 0.02% -85 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,764 shares; 2025Q4: 6,764 shares; 2026Q1: 6,764 shares 6,764 $263K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,792 shares; 2025Q1: 11,352 shares; 2025Q2: 7,915 shares; 2025Q3: 7,320 shares; 2025Q4: 5,835 shares; 2026Q1: 4,904 shares 4,904 $262K 0.02% -931 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,024 shares; 2025Q1: 55,557 shares; 2025Q2: 17,343 shares; 2025Q3: 18,858 shares; 2025Q4: 15,633 shares; 2026Q1: 10,224 shares 10,224 $261K 0.02% -5,409 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,859 shares 8,859 $260K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $258K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,066 shares; 2025Q1: 7,070 shares; 2025Q2: not reported; 2025Q3: 4,612 shares; 2025Q4: 4,468 shares; 2026Q1: 5,110 shares 5,110 $257K 0.02% +642 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,856 shares; 2025Q4: 3,707 shares; 2026Q1: 3,616 shares 3,616 $256K 0.02% -91 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,381 shares; 2025Q1: 8,321 shares; 2025Q2: 6,608 shares; 2025Q3: 5,144 shares; 2025Q4: 5,144 shares; 2026Q1: 5,144 shares 5,144 $252K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,253 shares; 2026Q1: 1,490 shares 1,490 $251K 0.02% +237 Timeline HDEF 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,475 shares; 2025Q3: 10,875 shares; 2025Q4: 9,338 shares; 2026Q1: 7,573 shares 7,573 $251K 0.02% -1,765 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,201 shares; 2026Q1: 1,113 shares 1,113 $251K 0.02% -88 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,952 shares 7,952 $250K 0.02% new Timeline USFR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 6,802 shares; 2026Q1: 4,951 shares 4,951 $249K 0.02% -1,851 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,357 shares 9,357 $247K 0.02% new Timeline PSMD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,339 shares; 2026Q1: 7,339 shares 7,339 $246K 0.02% 0 Timeline