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: 52,979 shares; 2024Q4: 60,489 shares; 2025Q1: 62,334 shares; 2025Q2: 61,920 shares; 2025Q3: 64,881 shares; 2025Q4: 1,710 shares; 2026Q1: 70,622 shares 70,622 $15.2M 3.74% +68,912 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: 221,304 shares; 2024Q4: 266,741 shares; 2025Q1: 276,315 shares; 2025Q2: 293,952 shares; 2025Q3: 301,777 shares; 2025Q4: not reported; 2026Q1: 286,399 shares 286,399 $14.1M 3.48% new 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: 346,493 shares; 2024Q4: 458,514 shares; 2025Q1: 480,258 shares; 2025Q2: 512,998 shares; 2025Q3: 530,257 shares; 2025Q4: not reported; 2026Q1: 543,234 shares 543,234 $13.8M 3.4% new 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: 167,420 shares; 2024Q4: 163,190 shares; 2025Q1: 210,485 shares; 2025Q2: 162,955 shares; 2025Q3: 117,498 shares; 2025Q4: not reported; 2026Q1: 123,059 shares 123,059 $11.1M 2.75% new 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: 37,931 shares; 2024Q4: 52,903 shares; 2025Q1: 52,332 shares; 2025Q2: 38,903 shares; 2025Q3: 31,533 shares; 2025Q4: 13,116 shares; 2026Q1: 39,950 shares 39,950 $10.1M 2.5% +26,834 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: 38,797 shares; 2024Q4: 41,172 shares; 2025Q1: 40,862 shares; 2025Q2: 36,813 shares; 2025Q3: 30,654 shares; 2025Q4: 1,831 shares; 2026Q1: 30,926 shares 30,926 $10.1M 2.49% +29,095 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 10,766 shares; 2025Q1: 12,682 shares; 2025Q2: 4,058 shares; 2025Q3: 2,790 shares; 2025Q4: 9,610 shares; 2026Q1: 13,722 shares 13,722 $8.96M 2.21% +4,112 Timeline SCHB 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: 75,235 shares; 2024Q4: 228,222 shares; 2025Q1: 226,427 shares; 2025Q2: 212,462 shares; 2025Q3: 284,781 shares; 2025Q4: 9,889 shares; 2026Q1: 302,668 shares 302,668 $7.6M 1.87% +292,779 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: 6,248 shares; 2024Q4: 5,625 shares; 2025Q1: 23,436 shares; 2025Q2: 47,756 shares; 2025Q3: 85,084 shares; 2025Q4: not reported; 2026Q1: 143,547 shares 143,547 $7.27M 1.79% new 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: 14,883 shares; 2024Q4: 32,088 shares; 2025Q1: 34,095 shares; 2025Q2: 38,411 shares; 2025Q3: 47,777 shares; 2025Q4: 6,020 shares; 2026Q1: 85,415 shares 85,415 $7.26M 1.79% +79,395 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: 23,477 shares; 2024Q4: 21,888 shares; 2025Q1: 22,308 shares; 2025Q2: 20,984 shares; 2025Q3: 19,959 shares; 2025Q4: 570 shares; 2026Q1: 19,456 shares 19,456 $7.23M 1.78% +18,886 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,621 shares; 2026Q1: 68,172 shares 68,172 $6.87M 1.69% +37,551 Timeline THYF 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: 7,378 shares; 2024Q4: 69,481 shares; 2025Q1: 79,401 shares; 2025Q2: 80,487 shares; 2025Q3: 94,480 shares; 2025Q4: not reported; 2026Q1: 124,071 shares 124,071 $6.41M 1.58% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,815 shares; 2024Q4: 53,774 shares; 2025Q1: 52,935 shares; 2025Q2: 55,414 shares; 2025Q3: 61,439 shares; 2025Q4: not reported; 2026Q1: 64,126 shares 64,126 $5.84M 1.44% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,330 shares; 2026Q1: 96,587 shares 96,587 $5.62M 1.39% +33,257 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: 37,862 shares; 2024Q4: 198,169 shares; 2025Q1: 203,201 shares; 2025Q2: 119,562 shares; 2025Q3: 121,023 shares; 2025Q4: 66,568 shares; 2026Q1: 182,475 shares 182,475 $5.6M 1.38% +115,907 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: 8,579 shares; 2024Q4: 15,548 shares; 2025Q1: 13,927 shares; 2025Q2: 4,893 shares; 2025Q3: 4,439 shares; 2025Q4: 4,989 shares; 2026Q1: 8,864 shares 8,864 $5.16M 1.27% +3,875 Timeline HELO 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: 19,574 shares; 2024Q4: 34,045 shares; 2025Q1: 41,468 shares; 2025Q2: 55,483 shares; 2025Q3: 72,039 shares; 2025Q4: not reported; 2026Q1: 80,422 shares 80,422 $5.05M 1.25% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,059 shares; 2024Q4: 39,527 shares; 2025Q1: 53,828 shares; 2025Q2: 11,488 shares; 2025Q3: 11,387 shares; 2025Q4: 42,306 shares; 2026Q1: 52,038 shares 52,038 $4.97M 1.23% +9,732 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: 21,401 shares; 2024Q4: 33,644 shares; 2025Q1: 32,003 shares; 2025Q2: 29,122 shares; 2025Q3: 24,968 shares; 2025Q4: 6,237 shares; 2026Q1: 21,469 shares 21,469 $4.48M 1.1% +15,232 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: 16,513 shares; 2024Q4: 17,607 shares; 2025Q1: 19,346 shares; 2025Q2: 19,879 shares; 2025Q3: 19,326 shares; 2025Q4: 2,339 shares; 2026Q1: 21,636 shares 21,636 $4.25M 1.05% +19,297 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: 22,150 shares; 2024Q4: 58,049 shares; 2025Q1: 79,136 shares; 2025Q2: 26,083 shares; 2025Q3: 20,037 shares; 2025Q4: 46,763 shares; 2026Q1: 59,016 shares 59,016 $4.14M 1.02% +12,253 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: 30,496 shares; 2024Q4: 35,862 shares; 2025Q1: 47,015 shares; 2025Q2: 46,846 shares; 2025Q3: 34,720 shares; 2025Q4: 5,621 shares; 2026Q1: 40,812 shares 40,812 $4.11M 1.01% +35,191 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: 9,703 shares; 2024Q4: 22,185 shares; 2025Q1: 31,468 shares; 2025Q2: 29,004 shares; 2025Q3: 30,271 shares; 2025Q4: 61,266 shares; 2026Q1: 120,317 shares 120,317 $4.06M 1% +59,051 Timeline TCAF 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: 73,447 shares; 2024Q4: 93,440 shares; 2025Q1: 97,733 shares; 2025Q2: 105,671 shares; 2025Q3: 113,905 shares; 2025Q4: not reported; 2026Q1: 114,084 shares 114,084 $4.02M 0.99% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 13,657 shares; 2025Q1: 13,548 shares; 2025Q2: 12,285 shares; 2025Q3: 8,353 shares; 2025Q4: not reported; 2026Q1: 8,578 shares 8,578 $3.75M 0.92% new 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: 16,267 shares; 2024Q4: 68,026 shares; 2025Q1: 42,662 shares; 2025Q2: 63,572 shares; 2025Q3: 64,812 shares; 2025Q4: 18,227 shares; 2026Q1: 39,356 shares 39,356 $3.73M 0.92% +21,129 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: 27,958 shares; 2024Q4: 54,726 shares; 2025Q1: 49,880 shares; 2025Q2: 20,589 shares; 2025Q3: 14,963 shares; 2025Q4: 5,577 shares; 2026Q1: 21,129 shares 21,129 $3.69M 0.91% +15,552 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,597 shares 79,597 $3.45M 0.85% new 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: 15,963 shares; 2024Q4: 30,476 shares; 2025Q1: 30,487 shares; 2025Q2: 20,328 shares; 2025Q3: 19,205 shares; 2025Q4: 8,127 shares; 2026Q1: 20,741 shares 20,741 $3.41M 0.84% +12,614 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: 9,037 shares; 2024Q4: 40,357 shares; 2025Q1: 25,393 shares; 2025Q2: 4,293 shares; 2025Q3: 4,627 shares; 2025Q4: 30,551 shares; 2026Q1: 52,872 shares 52,872 $3.28M 0.81% +22,321 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: 63,668 shares; 2024Q4: 132,859 shares; 2025Q1: 134,442 shares; 2025Q2: 126,866 shares; 2025Q3: 125,153 shares; 2025Q4: not reported; 2026Q1: 129,349 shares 129,349 $3.2M 0.79% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,997 shares; 2025Q1: 134,880 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,721 shares; 2026Q1: 105,629 shares 105,629 $3.08M 0.76% +8,908 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,048 shares; 2026Q1: 132,697 shares 132,697 $3.05M 0.75% +28,649 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: 19,356 shares; 2024Q4: 26,435 shares; 2025Q1: 27,194 shares; 2025Q2: 20,228 shares; 2025Q3: 19,039 shares; 2025Q4: 6,922 shares; 2026Q1: 24,400 shares 24,400 $3.03M 0.75% +17,478 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 reported; 2024Q4: 8,931 shares; 2025Q1: 10,043 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,563 shares; 2026Q1: 32,698 shares 32,698 $2.88M 0.71% +3,135 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: 2,465 shares; 2024Q4: 9,427 shares; 2025Q1: 9,674 shares; 2025Q2: 3,149 shares; 2025Q3: 3,178 shares; 2025Q4: 7,140 shares; 2026Q1: 6,663 shares 6,663 $2.87M 0.71% -477 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: 183,797 shares; 2024Q4: 226,653 shares; 2025Q1: 189,748 shares; 2025Q2: 60,731 shares; 2025Q3: 39,918 shares; 2025Q4: not reported; 2026Q1: 42,878 shares 42,878 $2.78M 0.68% 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: 4,424 shares; 2024Q4: 42,235 shares; 2025Q1: 56,832 shares; 2025Q2: 10,163 shares; 2025Q3: 10,198 shares; 2025Q4: 38,453 shares; 2026Q1: 54,751 shares 54,751 $2.76M 0.68% +16,298 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,778 shares; 2025Q1: 4,106 shares; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: not reported; 2026Q1: 56,357 shares 56,357 $2.75M 0.68% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 13,964 shares; 2025Q1: 15,957 shares; 2025Q2: 4,224 shares; 2025Q3: 3,729 shares; 2025Q4: 18,630 shares; 2026Q1: 22,550 shares 22,550 $2.64M 0.65% +3,920 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 reported; 2024Q4: 44,195 shares; 2025Q1: 44,203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,672 shares 2,672 $2.63M 0.65% 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: 16,331 shares; 2024Q4: 84,500 shares; 2025Q1: 83,295 shares; 2025Q2: 5,161 shares; 2025Q3: 29,983 shares; 2025Q4: 35,418 shares; 2026Q1: 32,743 shares 32,743 $2.51M 0.62% -2,675 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,675 shares; 2026Q1: 65,358 shares 65,358 $2.37M 0.58% +20,683 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,817 shares; 2024Q4: 80,190 shares; 2025Q1: 80,194 shares; 2025Q2: 77,830 shares; 2025Q3: 77,834 shares; 2025Q4: not reported; 2026Q1: 79,202 shares 79,202 $2.33M 0.58% new 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: 40,085 shares; 2024Q4: 73,946 shares; 2025Q1: 82,316 shares; 2025Q2: 10,180 shares; 2025Q3: 10,507 shares; 2025Q4: not reported; 2026Q1: 12,129 shares 12,129 $2.33M 0.57% new 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: 4,642 shares; 2024Q4: 6,683 shares; 2025Q1: 7,018 shares; 2025Q2: 5,347 shares; 2025Q3: 4,975 shares; 2025Q4: 2,419 shares; 2026Q1: 6,168 shares 6,168 $2.3M 0.57% +3,749 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: 9,876 shares; 2024Q4: 9,868 shares; 2025Q1: 9,206 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: not reported; 2026Q1: 7,228 shares 7,228 $2.17M 0.53% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,501 shares; 2024Q4: 110,281 shares; 2025Q1: 116,048 shares; 2025Q2: 71,225 shares; 2025Q3: 71,208 shares; 2025Q4: not reported; 2026Q1: 72,818 shares 72,818 $2.12M 0.52% new 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: 7,318 shares; 2024Q4: 8,615 shares; 2025Q1: 8,586 shares; 2025Q2: 7,930 shares; 2025Q3: 7,492 shares; 2025Q4: not reported; 2026Q1: 7,297 shares 7,297 $2.1M 0.52% new 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 reported; 2024Q4: 8,578 shares; 2025Q1: 8,578 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,217 shares; 2026Q1: 20,110 shares 20,110 $2.08M 0.51% +893 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: 15,993 shares; 2024Q4: 22,484 shares; 2025Q1: 24,553 shares; 2025Q2: 1,845 shares; 2025Q3: 1,491 shares; 2025Q4: 802 shares; 2026Q1: 3,447 shares 3,447 $2.08M 0.51% +2,645 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 19,568 shares; 2025Q1: 18,832 shares; 2025Q2: 17,380 shares; 2025Q3: 18,419 shares; 2025Q4: not reported; 2026Q1: 37,124 shares 37,124 $2.06M 0.51% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,874 shares; 2026Q1: 62,529 shares 62,529 $2.06M 0.51% +20,655 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,829 shares; 2025Q4: not reported; 2026Q1: 20,708 shares 20,708 $1.96M 0.48% new 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: 14,773 shares; 2024Q4: 17,310 shares; 2025Q1: 19,253 shares; 2025Q2: 19,551 shares; 2025Q3: 33,616 shares; 2025Q4: not reported; 2026Q1: 36,918 shares 36,918 $1.96M 0.48% new Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,871 shares 68,871 $1.94M 0.48% new Timeline IDMO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,735 shares; 2025Q4: not reported; 2026Q1: 34,519 shares 34,519 $1.89M 0.47% new 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: 6,169 shares; 2024Q4: 7,986 shares; 2025Q1: 8,685 shares; 2025Q2: 6,222 shares; 2025Q3: 5,763 shares; 2025Q4: 674 shares; 2026Q1: 6,594 shares 6,594 $1.89M 0.47% +5,920 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 reported; 2024Q4: 22,285 shares; 2025Q1: 19,155 shares; 2025Q2: 359,245 shares; 2025Q3: 402,713 shares; 2025Q4: not reported; 2026Q1: 38,148 shares 38,148 $1.79M 0.44% new 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: 1,269 shares; 2024Q4: 9,156 shares; 2025Q1: 7,078 shares; 2025Q2: 2,383 shares; 2025Q3: 2,201 shares; 2025Q4: 4,558 shares; 2026Q1: 6,892 shares 6,892 $1.71M 0.42% +2,334 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,423 shares 144,423 $1.65M 0.41% new 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 reported; 2024Q4: 10,908 shares; 2025Q1: 18,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,835 shares; 2026Q1: 40,578 shares 40,578 $1.63M 0.4% +15,743 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: 24,260 shares; 2024Q4: 27,727 shares; 2025Q1: 31,122 shares; 2025Q2: 31,077 shares; 2025Q3: 31,747 shares; 2025Q4: not reported; 2026Q1: 33,386 shares 33,386 $1.57M 0.39% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,269 shares; 2026Q1: 29,693 shares 29,693 $1.54M 0.38% +3,424 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: 6,911 shares; 2024Q4: 20,683 shares; 2025Q1: 15,853 shares; 2025Q2: 9,022 shares; 2025Q3: 8,377 shares; 2025Q4: 13,182 shares; 2026Q1: 24,464 shares 24,464 $1.5M 0.37% +11,282 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: 7,220 shares; 2024Q4: 33,501 shares; 2025Q1: 8,878 shares; 2025Q2: 851,088 shares; 2025Q3: 875,270 shares; 2025Q4: 6,696 shares; 2026Q1: 15,203 shares 15,203 $1.49M 0.37% +8,507 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,015 shares 37,015 $1.49M 0.37% new 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: 5,848 shares; 2024Q4: 5,346 shares; 2025Q1: 5,710 shares; 2025Q2: 4,579 shares; 2025Q3: 1,562 shares; 2025Q4: 1,069 shares; 2026Q1: 2,191 shares 2,191 $1.46M 0.36% +1,122 Timeline RPV 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: 8,320 shares; 2024Q4: 10,322 shares; 2025Q1: 11,766 shares; 2025Q2: 12,572 shares; 2025Q3: 13,002 shares; 2025Q4: not reported; 2026Q1: 13,524 shares 13,524 $1.45M 0.36% new Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 11,364 shares; 2025Q1: 12,312 shares; 2025Q2: 18,797 shares; 2025Q3: 27,099 shares; 2025Q4: not reported; 2026Q1: 102,748 shares 102,748 $1.44M 0.35% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 5,120 shares; 2025Q2: 2,526 shares; 2025Q3: 3,198 shares; 2025Q4: 3,809 shares; 2026Q1: 8,699 shares 8,699 $1.42M 0.35% +4,890 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,821 shares; 2024Q4: 19,137 shares; 2025Q1: 19,845 shares; 2025Q2: 20,165 shares; 2025Q3: 20,469 shares; 2025Q4: not reported; 2026Q1: 20,920 shares 20,920 $1.4M 0.35% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 27,194 shares; 2025Q1: 26,112 shares; 2025Q2: not reported; 2025Q3: 9,081 shares; 2025Q4: 21,441 shares; 2026Q1: 30,220 shares 30,220 $1.38M 0.34% +8,779 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: 6,433 shares; 2024Q4: 9,985 shares; 2025Q1: 10,084 shares; 2025Q2: 5,358 shares; 2025Q3: 3,931 shares; 2025Q4: 1,080 shares; 2026Q1: 5,168 shares 5,168 $1.35M 0.33% +4,088 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: 11,634 shares; 2024Q4: 58,104 shares; 2025Q1: 67,781 shares; 2025Q2: 8,139 shares; 2025Q3: 7,862 shares; 2025Q4: 18,187 shares; 2026Q1: 26,525 shares 26,525 $1.34M 0.33% +8,338 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 5,940 shares; 2025Q1: 5,931 shares; 2025Q2: 4,939 shares; 2025Q3: 4,927 shares; 2025Q4: 961 shares; 2026Q1: 5,683 shares 5,683 $1.34M 0.33% +4,722 Timeline SDIV 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: 53,054 shares; 2024Q4: 54,226 shares; 2025Q1: 53,567 shares; 2025Q2: 52,265 shares; 2025Q3: 51,796 shares; 2025Q4: not reported; 2026Q1: 52,981 shares 52,981 $1.34M 0.33% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,212 shares; 2025Q1: 12,688 shares; 2025Q2: 3,108 shares; 2025Q3: not reported; 2025Q4: 15,669 shares; 2026Q1: 17,577 shares 17,577 $1.29M 0.32% +1,908 Timeline BBAG 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: 8,721 shares; 2024Q4: 31,940 shares; 2025Q1: 30,832 shares; 2025Q2: 8,543 shares; 2025Q3: 6,817 shares; 2025Q4: 22,832 shares; 2026Q1: 27,294 shares 27,294 $1.26M 0.31% +4,462 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: 6,044 shares; 2024Q4: 25,549 shares; 2025Q1: 25,734 shares; 2025Q2: 46,077 shares; 2025Q3: 29,451 shares; 2025Q4: not reported; 2026Q1: 41,601 shares 41,601 $1.21M 0.3% new Timeline DIVO 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: 5,097 shares; 2024Q4: 27,806 shares; 2025Q1: 27,140 shares; 2025Q2: 5,519 shares; 2025Q3: 5,796 shares; 2025Q4: 19,867 shares; 2026Q1: 25,709 shares 25,709 $1.15M 0.28% +5,842 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,971 shares; 2025Q4: not reported; 2026Q1: 2,941 shares 2,941 $1.13M 0.28% new Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,022 shares; 2024Q4: 13,066 shares; 2025Q1: 13,796 shares; 2025Q2: 13,623 shares; 2025Q3: 12,609 shares; 2025Q4: not reported; 2026Q1: 13,437 shares 13,437 $1.12M 0.28% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,637 shares; 2025Q1: 7,039 shares; 2025Q2: 2,511 shares; 2025Q3: 2,785 shares; 2025Q4: 5,802 shares; 2026Q1: 9,968 shares 9,968 $1.1M 0.27% +4,166 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,646 shares 2,646 $1.07M 0.26% new 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: 5,064 shares; 2024Q4: 5,441 shares; 2025Q1: 5,179 shares; 2025Q2: 3,966 shares; 2025Q3: 3,871 shares; 2025Q4: not reported; 2026Q1: 7,988 shares 7,988 $1.06M 0.26% new Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,341 shares 14,341 $1.05M 0.26% new Timeline TBLL 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: 6,067 shares; 2024Q4: 3,287 shares; 2025Q1: 2,657 shares; 2025Q2: 5,493 shares; 2025Q3: 5,453 shares; 2025Q4: not reported; 2026Q1: 9,887 shares 9,887 $1.04M 0.26% new 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: 3,366 shares; 2024Q4: 7,210 shares; 2025Q1: 5,842 shares; 2025Q2: 41,403 shares; 2025Q3: 42,930 shares; 2025Q4: 2,871 shares; 2026Q1: 7,109 shares 7,109 $1.04M 0.26% +4,238 Timeline SCHP 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: 8,586 shares; 2024Q4: 17,620 shares; 2025Q1: 23,087 shares; 2025Q2: 31,284 shares; 2025Q3: 31,293 shares; 2025Q4: not reported; 2026Q1: 39,057 shares 39,057 $1.04M 0.26% new 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: 3,409 shares; 2024Q4: 3,409 shares; 2025Q1: 3,497 shares; 2025Q2: 3,049 shares; 2025Q3: 2,949 shares; 2025Q4: not reported; 2026Q1: 3,039 shares 3,039 $1.03M 0.25% new 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: 30,109 shares; 2024Q4: 48,622 shares; 2025Q1: 45,899 shares; 2025Q2: 31,109 shares; 2025Q3: 11,849 shares; 2025Q4: not reported; 2026Q1: 13,939 shares 13,939 $1.03M 0.25% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,065 shares; 2025Q4: not reported; 2026Q1: 5,600 shares 5,600 $1.02M 0.25% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,824 shares; 2024Q4: 12,442 shares; 2025Q1: 11,238 shares; 2025Q2: 3,469 shares; 2025Q3: 3,421 shares; 2025Q4: 7,646 shares; 2026Q1: 11,014 shares 11,014 $996K 0.25% +3,368 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,629 shares; 2025Q4: not reported; 2026Q1: 9,237 shares 9,237 $991K 0.24% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,121 shares; 2024Q4: 80,658 shares; 2025Q1: 80,758 shares; 2025Q2: 16,061 shares; 2025Q3: 17,377 shares; 2025Q4: 18,961 shares; 2026Q1: 21,125 shares 21,125 $977K 0.24% +2,164 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,002 shares 16,002 $977K 0.24% new Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,773 shares; 2025Q4: not reported; 2026Q1: 103,773 shares 103,773 $973K 0.24% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 5,352 shares; 2025Q1: 6,588 shares; 2025Q2: 4,579 shares; 2025Q3: 4,678 shares; 2025Q4: 2,692 shares; 2026Q1: 4,648 shares 4,648 $962K 0.24% +1,956 Timeline DEUS 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: 14,349 shares; 2024Q4: 15,072 shares; 2025Q1: 15,458 shares; 2025Q2: 15,408 shares; 2025Q3: 15,392 shares; 2025Q4: not reported; 2026Q1: 15,482 shares 15,482 $927K 0.23% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,080 shares; 2025Q4: not reported; 2026Q1: 24,009 shares 24,009 $922K 0.23% new 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: 2,978 shares; 2024Q4: 3,743 shares; 2025Q1: 9,375 shares; 2025Q2: 3,391 shares; 2025Q3: 3,562 shares; 2025Q4: not reported; 2026Q1: 3,728 shares 3,728 $904K 0.22% 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: 4,308 shares; 2024Q4: 6,186 shares; 2025Q1: 5,917 shares; 2025Q2: 4,957 shares; 2025Q3: 4,500 shares; 2025Q4: not reported; 2026Q1: 5,567 shares 5,567 $900K 0.22% new 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 reported; 2024Q4: 17,780 shares; 2025Q1: 21,045 shares; 2025Q2: 16,473 shares; 2025Q3: 17,015 shares; 2025Q4: not reported; 2026Q1: 22,603 shares 22,603 $891K 0.22% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,196 shares; 2025Q1: 15,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,988 shares; 2026Q1: 10,543 shares 10,543 $871K 0.21% +555 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,210 shares 28,210 $870K 0.21% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 5,803 shares; 2025Q1: 5,748 shares; 2025Q2: 2,656 shares; 2025Q3: 2,667 shares; 2025Q4: 2,860 shares; 2026Q1: 5,837 shares 5,837 $864K 0.21% +2,977 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: 13,805 shares; 2024Q4: 44,843 shares; 2025Q1: 44,625 shares; 2025Q2: 7,565 shares; 2025Q3: 7,545 shares; 2025Q4: not reported; 2026Q1: 11,142 shares 11,142 $857K 0.21% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 6,175 shares; 2025Q1: 6,099 shares; 2025Q2: 5,752 shares; 2025Q3: 5,601 shares; 2025Q4: not reported; 2026Q1: 6,682 shares 6,682 $856K 0.21% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,858 shares; 2024Q4: 23,894 shares; 2025Q1: 24,535 shares; 2025Q2: 23,955 shares; 2025Q3: 29,304 shares; 2025Q4: not reported; 2026Q1: 26,965 shares 26,965 $855K 0.21% 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: 28,310 shares; 2024Q4: 22,628 shares; 2025Q1: 22,787 shares; 2025Q2: 21,429 shares; 2025Q3: 21,143 shares; 2025Q4: not reported; 2026Q1: 15,049 shares 15,049 $853K 0.21% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,435 shares 8,435 $848K 0.21% new 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 reported; 2024Q4: 34,253 shares; 2025Q1: 10,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,431 shares; 2026Q1: 9,534 shares 9,534 $837K 0.21% -10,897 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,106 shares; 2026Q1: 12,203 shares 12,203 $830K 0.2% +97 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,030 shares; 2026Q1: 17,993 shares 17,993 $816K 0.2% +10,963 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: 8,494 shares; 2024Q4: 104,991 shares; 2025Q1: 74,132 shares; 2025Q2: 10,162 shares; 2025Q3: 9,424 shares; 2025Q4: 13,103 shares; 2026Q1: 15,752 shares 15,752 $797K 0.2% +2,649 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 reported; 2024Q4: 13,760 shares; 2025Q1: 13,242 shares; 2025Q2: 4,401 shares; 2025Q3: 4,623 shares; 2025Q4: 7,901 shares; 2026Q1: 12,597 shares 12,597 $788K 0.19% +4,696 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,201 shares; 2026Q1: 14,577 shares 14,577 $784K 0.19% +4,376 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 3,467 shares; 2025Q1: 3,973 shares; 2025Q2: 2,715 shares; 2025Q3: 2,098 shares; 2025Q4: 2,508 shares; 2026Q1: 3,096 shares 3,096 $759K 0.19% +588 Timeline MNBD ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,330 shares; 2025Q1: 24,325 shares; 2025Q2: 24,937 shares; 2025Q3: 27,028 shares; 2025Q4: not reported; 2026Q1: 28,627 shares 28,627 $740K 0.18% new Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,251 shares; 2025Q4: not reported; 2026Q1: 33,954 shares 33,954 $729K 0.18% new 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: 3,351 shares; 2024Q4: 3,543 shares; 2025Q1: 3,204 shares; 2025Q2: 2,494 shares; 2025Q3: 2,432 shares; 2025Q4: not reported; 2026Q1: 2,933 shares 2,933 $728K 0.18% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 2,173 shares; 2025Q1: 2,082 shares; 2025Q2: 2,837 shares; 2025Q3: 2,610 shares; 2025Q4: 417 shares; 2026Q1: 1,515 shares 1,515 $726K 0.18% +1,098 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 19,046 shares; 2025Q1: 19,032 shares; 2025Q2: 19,056 shares; 2025Q3: 18,941 shares; 2025Q4: not reported; 2026Q1: 18,914 shares 18,914 $703K 0.17% new 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: 12,451 shares; 2024Q4: 10,349 shares; 2025Q1: 11,302 shares; 2025Q2: 12,855 shares; 2025Q3: 12,917 shares; 2025Q4: not reported; 2026Q1: 8,819 shares 8,819 $690K 0.17% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,071 shares 59,071 $681K 0.17% new Timeline EVTR 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: 8,529 shares; 2024Q4: 9,865 shares; 2025Q1: 10,815 shares; 2025Q2: 10,791 shares; 2025Q3: 10,791 shares; 2025Q4: not reported; 2026Q1: 13,168 shares 13,168 $668K 0.16% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,899 shares; 2025Q1: 4,431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,271 shares; 2026Q1: 9,150 shares 9,150 $657K 0.16% +2,879 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,865 shares; 2024Q4: 38,302 shares; 2025Q1: 37,741 shares; 2025Q2: 42,757 shares; 2025Q3: 47,130 shares; 2025Q4: not reported; 2026Q1: 33,782 shares 33,782 $652K 0.16% new 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: 2,765 shares; 2024Q4: 3,404 shares; 2025Q1: 4,119 shares; 2025Q2: 4,348 shares; 2025Q3: 4,367 shares; 2025Q4: not reported; 2026Q1: 3,396 shares 3,396 $651K 0.16% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,170 shares; 2025Q1: 12,048 shares; 2025Q2: 12,713 shares; 2025Q3: 13,403 shares; 2025Q4: not reported; 2026Q1: 14,762 shares 14,762 $646K 0.16% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 10,049 shares; 2025Q1: 9,554 shares; 2025Q2: 9,648 shares; 2025Q3: 10,343 shares; 2025Q4: 4,241 shares; 2026Q1: 9,733 shares 9,733 $642K 0.16% +5,492 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 2,142 shares; 2025Q1: 1,739 shares; 2025Q2: 1,570 shares; 2025Q3: 965 shares; 2025Q4: not reported; 2026Q1: 1,099 shares 1,099 $641K 0.16% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 44,280 shares; 2025Q1: 49,141 shares; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 826 shares; 2026Q1: 2,681 shares 2,681 $637K 0.16% +1,855 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 reported; 2024Q4: not reported; 2025Q1: 12,565 shares; 2025Q2: 9,602 shares; 2025Q3: 10,001 shares; 2025Q4: 6,407 shares; 2026Q1: 18,213 shares 18,213 $627K 0.15% +11,806 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,671 shares; 2026Q1: 12,603 shares 12,603 $626K 0.15% -68 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: 17,763 shares; 2024Q4: 24,882 shares; 2025Q1: 24,373 shares; 2025Q2: 989,774 shares; 2025Q3: 1,000,972 shares; 2025Q4: 11,543 shares; 2026Q1: 10,817 shares 10,817 $612K 0.15% -726 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,550 shares; 2025Q3: 8,750 shares; 2025Q4: not reported; 2026Q1: 12,256 shares 12,256 $609K 0.15% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 13,343 shares; 2025Q1: 5,808 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: 4,453 shares 4,453 $604K 0.15% +2,784 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: 72,116 shares; 2024Q4: 121,877 shares; 2025Q1: 138,722 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,923 shares; 2026Q1: 8,860 shares 8,860 $598K 0.15% -63 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 reported; 2024Q4: 7,309 shares; 2025Q1: 7,924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,339 shares; 2026Q1: 13,957 shares 13,957 $594K 0.15% +4,618 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: 792 shares; 2024Q4: 1,058 shares; 2025Q1: 996 shares; 2025Q2: 965 shares; 2025Q3: 688 shares; 2025Q4: not reported; 2026Q1: 591 shares 591 $589K 0.15% new 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: 4,853 shares; 2024Q4: 6,902 shares; 2025Q1: 7,190 shares; 2025Q2: 7,747 shares; 2025Q3: 5,616 shares; 2025Q4: not reported; 2026Q1: 12,780 shares 12,780 $586K 0.14% new 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: 4,887 shares; 2024Q4: 9,815 shares; 2025Q1: 9,093 shares; 2025Q2: 45,842 shares; 2025Q3: 43,811 shares; 2025Q4: 3,814 shares; 2026Q1: 6,464 shares 6,464 $585K 0.14% +2,650 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: 1,148 shares; 2024Q4: 2,060 shares; 2025Q1: 1,975 shares; 2025Q2: 1,040 shares; 2025Q3: 875 shares; 2025Q4: 900 shares; 2026Q1: 1,775 shares 1,775 $583K 0.14% +875 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 9,276 shares; 2025Q1: 9,610 shares; 2025Q2: 5,800 shares; 2025Q3: 5,717 shares; 2025Q4: not reported; 2026Q1: 7,045 shares 7,045 $578K 0.14% new Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,507 shares; 2025Q4: not reported; 2026Q1: 21,003 shares 21,003 $571K 0.14% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: 6,747 shares; 2025Q1: 4,369 shares; 2025Q2: 3,105 shares; 2025Q3: 3,005 shares; 2025Q4: not reported; 2026Q1: 2,689 shares 2,689 $558K 0.14% new 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: 19,971 shares; 2024Q4: 23,007 shares; 2025Q1: 56,167 shares; 2025Q2: 52,357 shares; 2025Q3: 55,676 shares; 2025Q4: not reported; 2026Q1: 50,164 shares 50,164 $553K 0.14% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,960 shares; 2025Q1: 5,342 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares; 2026Q1: 4,616 shares 4,616 $552K 0.14% +534 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 15,596 shares; 2025Q1: 19,262 shares; 2025Q2: 18,566 shares; 2025Q3: 18,666 shares; 2025Q4: not reported; 2026Q1: 19,498 shares 19,498 $546K 0.13% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,893 shares; 2025Q1: 7,963 shares; 2025Q2: 8,123 shares; 2025Q3: 8,185 shares; 2025Q4: not reported; 2026Q1: 8,303 shares 8,303 $540K 0.13% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 11,171 shares; 2025Q1: 11,267 shares; 2025Q2: 5,766 shares; 2025Q3: 5,787 shares; 2025Q4: 5,342 shares; 2026Q1: 10,600 shares 10,600 $538K 0.13% +5,258 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: 536 shares; 2024Q4: 899 shares; 2025Q1: 938 shares; 2025Q2: 1,326 shares; 2025Q3: 1,062 shares; 2025Q4: not reported; 2026Q1: 580 shares 580 $533K 0.13% new 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 reported; 2024Q4: 33,260 shares; 2025Q1: 33,930 shares; 2025Q2: 15,038 shares; 2025Q3: 9,559 shares; 2025Q4: 19,321 shares; 2026Q1: 17,685 shares 17,685 $512K 0.13% -1,636 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 2,424 shares; 2025Q1: 2,277 shares; 2025Q2: 1,839 shares; 2025Q3: 1,585 shares; 2025Q4: 1,181 shares; 2026Q1: 1,552 shares 1,552 $510K 0.13% +371 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,680 shares 6,680 $510K 0.13% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,631 shares; 2025Q2: 1,192 shares; 2025Q3: 1,195 shares; 2025Q4: 800 shares; 2026Q1: 1,491 shares 1,491 $504K 0.12% +691 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,960 shares; 2025Q1: 5,894 shares; 2025Q2: 6,732 shares; 2025Q3: 4,117 shares; 2025Q4: not reported; 2026Q1: 10,971 shares 10,971 $496K 0.12% new 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: 3,415 shares; 2024Q4: 3,762 shares; 2025Q1: 3,879 shares; 2025Q2: 3,486 shares; 2025Q3: 3,547 shares; 2025Q4: not reported; 2026Q1: 3,843 shares 3,843 $495K 0.12% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,913 shares; 2024Q4: 20,430 shares; 2025Q1: 18,646 shares; 2025Q2: 18,698 shares; 2025Q3: 18,899 shares; 2025Q4: not reported; 2026Q1: 8,670 shares 8,670 $495K 0.12% new Timeline ELFY ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,526 shares; 2025Q4: not reported; 2026Q1: 12,380 shares 12,380 $487K 0.12% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,412 shares; 2024Q4: 57,185 shares; 2025Q1: 51,652 shares; 2025Q2: 27,077 shares; 2025Q3: 27,182 shares; 2025Q4: 8,963 shares; 2026Q1: 8,221 shares 8,221 $487K 0.12% -742 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,421 shares; 2024Q4: 63,145 shares; 2025Q1: 43,336 shares; 2025Q2: 42,919 shares; 2025Q3: 46,382 shares; 2025Q4: not reported; 2026Q1: 46,171 shares 46,171 $463K 0.11% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,205 shares 6,205 $462K 0.11% new 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 reported; 2024Q4: 3,225 shares; 2025Q1: 3,826 shares; 2025Q2: not reported; 2025Q3: 3,694 shares; 2025Q4: not reported; 2026Q1: 5,528 shares 5,528 $457K 0.11% new Timeline IBTI 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: 12,350 shares; 2024Q4: 12,350 shares; 2025Q1: 12,525 shares; 2025Q2: 12,525 shares; 2025Q3: 12,525 shares; 2025Q4: not reported; 2026Q1: 20,262 shares 20,262 $451K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,292 shares; 2026Q1: 9,688 shares 9,688 $451K 0.11% -24,604 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,900 shares; 2024Q4: 22,900 shares; 2025Q1: 32,650 shares; 2025Q2: 34,450 shares; 2025Q3: 36,950 shares; 2025Q4: not reported; 2026Q1: 39,850 shares 39,850 $440K 0.11% new Timeline HYS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: not reported; 2026Q1: 4,698 shares 4,698 $438K 0.11% new 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: 12,832 shares; 2024Q4: 15,714 shares; 2025Q1: 13,970 shares; 2025Q2: 164,992 shares; 2025Q3: 169,498 shares; 2025Q4: 3,803 shares; 2026Q1: 8,820 shares 8,820 $435K 0.11% +5,017 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,120 shares; 2025Q3: 7,260 shares; 2025Q4: not reported; 2026Q1: 8,760 shares 8,760 $432K 0.11% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,836 shares; 2024Q4: 44,000 shares; 2025Q1: 45,773 shares; 2025Q2: not reported; 2025Q3: 58,214 shares; 2025Q4: not reported; 2026Q1: 14,987 shares 14,987 $430K 0.11% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 2,249 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: 806 shares; 2025Q4: 591 shares; 2026Q1: 1,362 shares 1,362 $422K 0.1% +771 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 2,286 shares; 2025Q1: 2,350 shares; 2025Q2: 3,143 shares; 2025Q3: 2,889 shares; 2025Q4: 1,284 shares; 2026Q1: 1,442 shares 1,442 $421K 0.1% +158 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: 626 shares; 2024Q4: 702 shares; 2025Q1: 709 shares; 2025Q2: 909 shares; 2025Q3: 926 shares; 2025Q4: not reported; 2026Q1: 571 shares 571 $411K 0.1% 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: 7,530 shares; 2024Q4: 8,381 shares; 2025Q1: 8,561 shares; 2025Q2: 8,970 shares; 2025Q3: 9,927 shares; 2025Q4: not reported; 2026Q1: 8,811 shares 8,811 $411K 0.1% new 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 reported; 2024Q4: 2,342 shares; 2025Q1: 2,345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 2,888 shares 2,888 $408K 0.1% +733 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,425 shares; 2025Q1: 5,298 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,856 shares; 2026Q1: 4,340 shares 4,340 $406K 0.1% -516 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,584 shares; 2025Q4: not reported; 2026Q1: 20,597 shares 20,597 $406K 0.1% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,768 shares; 2025Q1: 2,066 shares; 2025Q2: 1,548 shares; 2025Q3: 1,620 shares; 2025Q4: not reported; 2026Q1: 2,073 shares 2,073 $387K 0.1% new Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,416 shares; 2026Q1: 12,416 shares 12,416 $382K 0.09% +1,000 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,613 shares; 2025Q1: 3,115 shares; 2025Q2: 2,609 shares; 2025Q3: 2,315 shares; 2025Q4: not reported; 2026Q1: 2,298 shares 2,298 $378K 0.09% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,757 shares; 2024Q4: 30,114 shares; 2025Q1: 21,704 shares; 2025Q2: 17,488 shares; 2025Q3: 18,299 shares; 2025Q4: not reported; 2026Q1: 21,985 shares 21,985 $377K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,730 shares; 2025Q4: not reported; 2026Q1: 7,378 shares 7,378 $367K 0.09% new Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: not reported; 2026Q1: 5,388 shares 5,388 $367K 0.09% new Timeline MINO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,176 shares 8,176 $359K 0.09% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,084 shares; 2026Q1: 1,433 shares 1,433 $359K 0.09% -651 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: 673 shares; 2024Q4: 783 shares; 2025Q1: 780 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: 633 shares 633 $356K 0.09% +111 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 reported; 2024Q4: not reported; 2025Q1: 1,606 shares; 2025Q2: not reported; 2025Q3: 4,355 shares; 2025Q4: not reported; 2026Q1: 1,429 shares 1,429 $353K 0.09% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,372 shares 13,372 $353K 0.09% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,170 shares; 2025Q1: 6,570 shares; 2025Q2: 3,454 shares; 2025Q3: 3,605 shares; 2025Q4: 5,966 shares; 2026Q1: 6,664 shares 6,664 $353K 0.09% +698 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,960 shares; 2025Q2: 12,750 shares; 2025Q3: 12,450 shares; 2025Q4: not reported; 2026Q1: 12,290 shares 12,290 $352K 0.09% new Timeline CWI 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: 9,017 shares; 2024Q4: 9,245 shares; 2025Q1: 8,317 shares; 2025Q2: 11,677 shares; 2025Q3: 12,331 shares; 2025Q4: not reported; 2026Q1: 9,459 shares 9,459 $346K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,370 shares 3,370 $343K 0.08% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 439 shares; 2025Q1: 378 shares; 2025Q2: 264 shares; 2025Q3: 252 shares; 2025Q4: not reported; 2026Q1: 3,415 shares 3,415 $342K 0.08% new 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 reported; 2024Q4: 3,239 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,169 shares; 2025Q4: not reported; 2026Q1: 2,334 shares 2,334 $341K 0.08% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,137 shares; 2024Q4: 23,420 shares; 2025Q1: 20,092 shares; 2025Q2: 16,188 shares; 2025Q3: 15,940 shares; 2025Q4: not reported; 2026Q1: 8,887 shares 8,887 $336K 0.08% new Timeline ANGL 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: 20,574 shares; 2024Q4: 21,331 shares; 2025Q1: 22,951 shares; 2025Q2: 22,542 shares; 2025Q3: 11,189 shares; 2025Q4: not reported; 2026Q1: 11,675 shares 11,675 $335K 0.08% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 3,236 shares 3,236 $331K 0.08% -764 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,218 shares 6,218 $327K 0.08% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: not reported; 2026Q1: 1,886 shares 1,886 $326K 0.08% new Timeline TOTL 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 reported; 2024Q4: 15,703 shares; 2025Q1: 15,448 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,422 shares; 2026Q1: 8,175 shares 8,175 $325K 0.08% -1,247 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 reported; 2024Q4: 4,675 shares; 2025Q1: 4,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares 3,462 $322K 0.08% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 15,946 shares; 2025Q1: 15,623 shares; 2025Q2: 3,139 shares; 2025Q3: 3,149 shares; 2025Q4: not reported; 2026Q1: 3,267 shares 3,267 $318K 0.08% new 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 reported; 2024Q4: 2,126 shares; 2025Q1: 1,990 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,249 shares 1,249 $317K 0.08% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 6,040 shares; 2025Q3: 3,054 shares; 2025Q4: not reported; 2026Q1: 5,186 shares 5,186 $316K 0.08% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,639 shares; 2025Q1: 7,149 shares; 2025Q2: 6,875 shares; 2025Q3: 6,926 shares; 2025Q4: not reported; 2026Q1: 6,942 shares 6,942 $314K 0.08% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,810 shares; 2025Q1: 3,890 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,874 shares; 2026Q1: 3,455 shares 3,455 $314K 0.08% -419 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,241 shares; 2025Q4: not reported; 2026Q1: 44,680 shares 44,680 $310K 0.08% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,553 shares; 2025Q1: 7,735 shares; 2025Q2: 7,735 shares; 2025Q3: 8,990 shares; 2025Q4: 8,136 shares; 2026Q1: 8,868 shares 8,868 $305K 0.08% +732 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 802 shares; 2025Q1: 804 shares; 2025Q2: 665 shares; 2025Q3: 428 shares; 2025Q4: not reported; 2026Q1: 482 shares 482 $297K 0.07% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,526 shares; 2025Q1: 5,978 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,573 shares; 2026Q1: 6,193 shares 6,193 $296K 0.07% +620 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,717 shares 25,717 $295K 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 3,640 shares; 2025Q1: 2,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares 1,432 $291K 0.07% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,082 shares; 2025Q1: 2,094 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: not reported; 2026Q1: 2,008 shares 2,008 $291K 0.07% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,957 shares; 2024Q4: 138,393 shares; 2025Q1: 147,604 shares; 2025Q2: 573,588 shares; 2025Q3: 587,650 shares; 2025Q4: 5,711 shares; 2026Q1: 6,008 shares 6,008 $290K 0.07% +297 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,356 shares; 2025Q4: not reported; 2026Q1: 5,673 shares 5,673 $289K 0.07% new 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 reported; 2024Q4: 1,148 shares; 2025Q1: 1,111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 796 shares 796 $286K 0.07% +3 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 reported; 2024Q4: 6,746 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,754 shares 5,754 $285K 0.07% new Timeline IBIE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,770 shares 10,770 $283K 0.07% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,857 shares; 2024Q4: 61,639 shares; 2025Q1: 71,647 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,180 shares; 2026Q1: 2,646 shares 2,646 $281K 0.07% +466 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: 30,476 shares; 2024Q4: 47,629 shares; 2025Q1: 42,507 shares; 2025Q2: 10,584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,912 shares 4,912 $275K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,478 shares 2,478 $274K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares 1,734 $274K 0.07% new 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: 10,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,650 shares; 2025Q3: 15,250 shares; 2025Q4: not reported; 2026Q1: 15,950 shares 15,950 $273K 0.07% new Timeline CGIC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,185 shares 8,185 $271K 0.07% new 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 reported; 2024Q4: 1,366 shares; 2025Q1: 1,531 shares; 2025Q2: 1,491 shares; 2025Q3: 1,242 shares; 2025Q4: not reported; 2026Q1: 955 shares 955 $271K 0.07% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,765 shares; 2025Q1: 4,417 shares; 2025Q2: 5,814 shares; 2025Q3: 5,796 shares; 2025Q4: not reported; 2026Q1: 3,466 shares 3,466 $269K 0.07% new Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,791 shares; 2026Q1: 5,155 shares 5,155 $268K 0.07% +364 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: 3,203 shares; 2024Q4: 3,463 shares; 2025Q1: 3,469 shares; 2025Q2: 3,221 shares; 2025Q3: 3,227 shares; 2025Q4: not reported; 2026Q1: 3,386 shares 3,386 $267K 0.07% new 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 reported; 2024Q4: 3,446 shares; 2025Q1: 3,445 shares; 2025Q2: 2,429 shares; 2025Q3: 2,442 shares; 2025Q4: not reported; 2026Q1: 2,867 shares 2,867 $266K 0.07% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,587 shares 2,587 $266K 0.07% new 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: 2,098 shares; 2024Q4: 2,187 shares; 2025Q1: 2,100 shares; 2025Q2: 2,102 shares; 2025Q3: 2,103 shares; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $264K 0.07% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $264K 0.07% 0 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: 615 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 563 shares; 2025Q3: 549 shares; 2025Q4: not reported; 2026Q1: 572 shares 572 $264K 0.07% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares; 2026Q1: 3,604 shares 3,604 $259K 0.06% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,851 shares; 2025Q1: 5,039 shares; 2025Q2: 5,394 shares; 2025Q3: 5,041 shares; 2025Q4: not reported; 2026Q1: 5,411 shares 5,411 $255K 0.06% new Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 31,800 shares; 2025Q1: 38,500 shares; 2025Q2: 42,100 shares; 2025Q3: 46,800 shares; 2025Q4: not reported; 2026Q1: 26,400 shares 26,400 $254K 0.06% new Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,801 shares 4,801 $253K 0.06% new 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: 1,484 shares; 2024Q4: 2,329 shares; 2025Q1: 2,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares 1,161 $252K 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,947 shares 4,947 $251K 0.06% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares 4,485 $250K 0.06% new Timeline AVUS 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: 170,269 shares; 2024Q4: 216,890 shares; 2025Q1: 247,614 shares; 2025Q2: 263,783 shares; 2025Q3: not reported; 2025Q4: 2,132 shares; 2026Q1: 2,231 shares 2,231 $248K 0.06% +99 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,132 shares 8,132 $248K 0.06% new 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 reported; 2024Q4: 2,157 shares; 2025Q1: 2,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: 1,698 shares 1,698 $248K 0.06% +160 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: 4,671 shares; 2024Q4: 19,986 shares; 2025Q1: 11,245 shares; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: not reported; 2026Q1: 2,225 shares 2,225 $248K 0.06% new Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,857 shares; 2025Q1: 9,016 shares; 2025Q2: 9,193 shares; 2025Q3: 9,296 shares; 2025Q4: not reported; 2026Q1: 9,612 shares 9,612 $248K 0.06% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,078 shares; 2025Q1: 25,419 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,244 shares 2,244 $248K 0.06% +208 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,938 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,288 shares; 2026Q1: 4,838 shares 4,838 $247K 0.06% +550 Timeline SMMU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,019 shares 5,019 $243K 0.06% new 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: 7,269 shares; 2024Q4: 10,091 shares; 2025Q1: 7,255 shares; 2025Q2: not reported; 2025Q3: 4,640 shares; 2025Q4: not reported; 2026Q1: 4,469 shares 4,469 $242K 0.06% new Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,393 shares; 2025Q1: 14,619 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,587 shares; 2026Q1: 13,843 shares 13,843 $239K 0.06% +256 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $239K 0.06% new Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,791 shares; 2026Q1: 12,092 shares 12,092 $238K 0.06% -17,699 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: 31,028 shares; 2024Q4: 189,677 shares; 2025Q1: 199,754 shares; 2025Q2: 35,493 shares; 2025Q3: 34,338 shares; 2025Q4: 12,048 shares; 2026Q1: 10,325 shares 10,325 $237K 0.06% -1,723 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,383 shares; 2026Q1: 4,733 shares 4,733 $236K 0.06% +350 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,131 shares; 2025Q1: 1,136 shares; 2025Q2: 1,175 shares; 2025Q3: 1,173 shares; 2025Q4: not reported; 2026Q1: 1,040 shares 1,040 $234K 0.06% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,759 shares; 2025Q2: 4,603 shares; 2025Q3: 4,603 shares; 2025Q4: not reported; 2026Q1: 3,759 shares 3,759 $233K 0.06% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,816 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: not reported; 2026Q1: 4,863 shares 4,863 $233K 0.06% new 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: 7,257 shares; 2024Q4: 5,784 shares; 2025Q1: 5,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,825 shares 4,825 $232K 0.06% new Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,353 shares; 2025Q4: not reported; 2026Q1: 8,353 shares 8,353 $227K 0.06% new 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: 1,482 shares; 2024Q4: 1,939 shares; 2025Q1: 1,945 shares; 2025Q2: 1,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 527 shares 527 $225K 0.06% new 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 reported; 2024Q4: 2,832 shares; 2025Q1: 3,129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares 2,415 $224K 0.06% new 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 reported; 2024Q4: 5,727 shares; 2025Q1: 5,556 shares; 2025Q2: not reported; 2025Q3: 5,325 shares; 2025Q4: not reported; 2026Q1: 6,086 shares 6,086 $224K 0.06% new Timeline GOAU ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,002 shares; 2025Q4: not reported; 2026Q1: 5,034 shares 5,034 $223K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,290 shares 6,290 $223K 0.05% new 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: 1,603 shares; 2024Q4: 3,398 shares; 2025Q1: 3,399 shares; 2025Q2: 934 shares; 2025Q3: 782 shares; 2025Q4: not reported; 2026Q1: 730 shares 730 $221K 0.05% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,763 shares 4,763 $217K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,617 shares; 2026Q1: 3,182 shares 3,182 $217K 0.05% -435 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: not reported; 2026Q1: 1,846 shares 1,846 $215K 0.05% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,466 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,525 shares 3,525 $213K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,130 shares 2,130 $213K 0.05% new 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: 61,300 shares; 2024Q4: 66,200 shares; 2025Q1: 64,161 shares; 2025Q2: 63,200 shares; 2025Q3: 52,300 shares; 2025Q4: not reported; 2026Q1: 26,239 shares 26,239 $211K 0.05% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,793 shares; 2024Q4: 33,773 shares; 2025Q1: 33,340 shares; 2025Q2: 32,720 shares; 2025Q3: 31,920 shares; 2025Q4: not reported; 2026Q1: 30,300 shares 30,300 $211K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 2,535 shares; 2025Q3: 2,483 shares; 2025Q4: not reported; 2026Q1: 1,438 shares 1,438 $209K 0.05% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: 3,309 shares; 2025Q3: 3,289 shares; 2025Q4: not reported; 2026Q1: 1,256 shares 1,256 $208K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: not reported; 2026Q1: 1,740 shares 1,740 $206K 0.05% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,227 shares; 2025Q2: not reported; 2025Q3: 6,599 shares; 2025Q4: not reported; 2026Q1: 6,205 shares 6,205 $206K 0.05% new Timeline BAB 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 reported; 2024Q4: 17,008 shares; 2025Q1: 8,109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,527 shares; 2026Q1: 7,527 shares 7,527 $203K 0.05% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,200 shares 47,200 $200K 0.05% new Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,999 shares 14,999 $186K 0.05% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,405 shares 16,405 $184K 0.05% new Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,637 shares 10,637 $184K 0.05% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,850 shares; 2024Q4: 15,475 shares; 2025Q1: 15,475 shares; 2025Q2: 15,415 shares; 2025Q3: 15,335 shares; 2025Q4: not reported; 2026Q1: 13,300 shares 13,300 $183K 0.05% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,200 shares; 2025Q2: 27,680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,633 shares 29,633 $183K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 32,765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,001 shares; 2026Q1: 16,067 shares 16,067 $181K 0.04% -12,934 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: not reported; 2026Q1: 24,783 shares 24,783 $180K 0.04% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 14,150 shares; 2025Q2: 14,150 shares; 2025Q3: 14,150 shares; 2025Q4: not reported; 2026Q1: 12,150 shares 12,150 $179K 0.04% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,033 shares; 2025Q4: not reported; 2026Q1: 25,150 shares 25,150 $175K 0.04% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $171K 0.04% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,720 shares 13,720 $145K 0.04% new Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,601 shares; 2024Q4: 21,801 shares; 2025Q1: 15,800 shares; 2025Q2: 14,400 shares; 2025Q3: 11,900 shares; 2025Q4: not reported; 2026Q1: 11,900 shares 11,900 $139K 0.03% new Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,400 shares; 2024Q4: 18,100 shares; 2025Q1: 16,900 shares; 2025Q2: 18,400 shares; 2025Q3: 17,800 shares; 2025Q4: not reported; 2026Q1: 11,400 shares 11,400 $135K 0.03% new Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,100 shares; 2024Q4: 26,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: not reported; 2026Q1: 16,100 shares 16,100 $132K 0.03% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 20,881 shares; 2025Q1: 19,768 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,554 shares; 2026Q1: 17,274 shares 17,274 $130K 0.03% +4,720 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,500 shares; 2024Q4: 74,650 shares; 2025Q1: 72,100 shares; 2025Q2: 64,700 shares; 2025Q3: 66,200 shares; 2025Q4: not reported; 2026Q1: 14,700 shares 14,700 $107K 0.03% new Timeline