BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342,092 shares; 2024Q4: 1,728,777 shares; 2025Q1: 1,631,500 shares; 2025Q2: 1,361,259 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,200,865 shares 1,200,865 $50.7M 6.73% Timeline DRSK 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: 3,178,141 shares; 2024Q4: 1,868,492 shares; 2025Q1: 1,784,258 shares; 2025Q2: 1,525,008 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,360,788 shares 1,360,788 $37.2M 4.94% Timeline UOCT 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: 275,679 shares; 2025Q1: 947,916 shares; 2025Q2: 12,702 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 943,203 shares 943,203 $36.1M 4.79% Timeline UNOV 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: 282,384 shares; 2025Q1: 966,673 shares; 2025Q2: 12,956 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 966,804 shares 966,804 $36M 4.79% Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 273,481 shares; 2025Q1: 951,315 shares; 2025Q2: 958,228 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 926,565 shares 926,565 $36M 4.78% Timeline UJAN 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: 852,671 shares; 2025Q2: 858,281 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 845,012 shares 845,012 $35.9M 4.77% Timeline UFEB 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: 1,006,435 shares; 2025Q2: 1,012,788 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 985,140 shares 985,140 $35.8M 4.75% Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045,588 shares; 2024Q4: 794,752 shares; 2025Q1: 742,526 shares; 2025Q2: 636,098 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 572,787 shares 572,787 $33.5M 4.45% Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 592,171 shares; 2025Q1: 870,448 shares; 2025Q2: 758,888 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 572,000 shares 572,000 $28.8M 3.83% Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,673 shares; 2024Q4: 362,695 shares; 2025Q1: 341,297 shares; 2025Q2: 290,122 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 257,501 shares 257,501 $24.4M 3.25% Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290,239 shares; 2025Q1: 283,345 shares; 2025Q2: 258,059 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 224,963 shares 224,963 $22.6M 3.01% Timeline JUCY 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: 1,451,773 shares; 2024Q4: 1,067,540 shares; 2025Q1: 1,011,380 shares; 2025Q2: 867,184 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 808,593 shares 808,593 $17.9M 2.38% Timeline ACII 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 loaded; 2025Q4: not loaded; 2026Q1: 626,952 shares 626,952 $15.7M 2.09% 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: 211,096 shares; 2024Q4: 161,868 shares; 2025Q1: 149,344 shares; 2025Q2: 128,426 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 110,494 shares 110,494 $11.4M 1.52% 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: 9,707 shares; 2024Q4: 29,437 shares; 2025Q1: 198,388 shares; 2025Q2: 207,307 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 139,080 shares 139,080 $8.91M 1.18% Timeline SCO PROSHARES TR II More: the full row for PROSHARES 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: not loaded; 2025Q4: not loaded; 2026Q1: 1,023,723 shares 1,023,723 $8.52M 1.13% 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: 63,521 shares; 2024Q4: 63,796 shares; 2025Q1: 63,329 shares; 2025Q2: 64,366 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 67,323 shares 67,323 $8.37M 1.11% 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: 9,235 shares; 2024Q4: 38,010 shares; 2025Q1: 382,555 shares; 2025Q2: 361,186 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 106,957 shares 106,957 $8.19M 1.09% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 578 shares; 2025Q1: 25,537 shares; 2025Q2: 21,808 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 21,228 shares 21,228 $7.17M 0.95% 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: 2,851 shares; 2024Q4: 6,591 shares; 2025Q1: 11,394 shares; 2025Q2: 9,468 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 16,069 shares 16,069 $7.02M 0.93% Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 131,256 shares 131,256 $6.77M 0.9% Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,582 shares; 2024Q4: 17,526 shares; 2025Q1: 13,609 shares; 2025Q2: 13,111 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 94,257 shares 94,257 $6.61M 0.88% 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: 21,683 shares; 2024Q4: 22,150 shares; 2025Q1: 50,944 shares; 2025Q2: 44,438 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 35,861 shares 35,861 $6.25M 0.83% Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,044 shares; 2025Q2: 44,547 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 134,804 shares 134,804 $6.22M 0.83% 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: 6,166 shares; 2024Q4: 25,381 shares; 2025Q1: 103,524 shares; 2025Q2: 119,782 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 115,032 shares 115,032 $6.22M 0.83% Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,601 shares; 2025Q1: 50,912 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 144,195 shares 144,195 $6.22M 0.83% Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 7,213 shares; 2025Q1: 5,254 shares; 2025Q2: 20,329 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 39,774 shares 39,774 $5.83M 0.77% Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 19,455 shares; 2025Q2: 17,989 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 16,417 shares 16,417 $5.61M 0.75% 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: 790 shares; 2024Q4: 406 shares; 2025Q1: 60,339 shares; 2025Q2: 25,405 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 22,018 shares 22,018 $5.59M 0.74% Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 23,224 shares; 2025Q1: 17,456 shares; 2025Q2: 23,648 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 48,725 shares 48,725 $5.4M 0.72% Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,635 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 130,889 shares 130,889 $5.21M 0.69% Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 110,664 shares 110,664 $5.09M 0.68% Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 6,686 shares; 2025Q1: 8,136 shares; 2025Q2: 8,918 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 18,889 shares 18,889 $4.86M 0.65% Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,963 shares; 2024Q4: 51,108 shares; 2025Q1: 40,918 shares; 2025Q2: 54,506 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 113,303 shares 113,303 $4.63M 0.61% 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: 1,854 shares; 2024Q4: 2,348 shares; 2025Q1: 13,833 shares; 2025Q2: 14,626 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 14,341 shares 14,341 $4.44M 0.59% Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 8,908 shares; 2025Q1: 13,759 shares; 2025Q2: 10,467 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 20,088 shares 20,088 $4.36M 0.58% 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: 4,531 shares; 2024Q4: 11,244 shares; 2025Q1: 14,214 shares; 2025Q2: 14,309 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 21,591 shares 21,591 $4.24M 0.56% Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 83,649 shares 83,649 $4.17M 0.55% Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,033 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 34,778 shares 34,778 $3.79M 0.5% Timeline ACEI 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 loaded; 2025Q4: not loaded; 2026Q1: 162,168 shares 162,168 $3.75M 0.5% Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 2,119 shares; 2025Q1: 6,725 shares; 2025Q2: 6,463 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,193 shares 6,193 $3.74M 0.5% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 780 shares; 2025Q1: 31,420 shares; 2025Q2: 34,715 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 29,944 shares 29,944 $3.4M 0.45% Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 6,813 shares; 2025Q1: 6,564 shares; 2025Q2: 4,153 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 11,109 shares 11,109 $3.36M 0.45% Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 5,233 shares; 2025Q2: 4,911 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,484 shares 4,484 $3.31M 0.44% 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: 630 shares; 2024Q4: 270 shares; 2025Q1: 17,303 shares; 2025Q2: 16,538 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 15,720 shares 15,720 $3.27M 0.43% Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 16,514 shares; 2025Q2: 15,113 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 17,053 shares 17,053 $3.22M 0.43% Timeline JNK 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: 6,522 shares; 2024Q4: 19,221 shares; 2025Q1: 19,603 shares; 2025Q2: 24,252 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 33,040 shares 33,040 $3.16M 0.42% Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 254 shares; 2025Q1: 12,119 shares; 2025Q2: 10,141 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,879 shares 8,879 $3.06M 0.41% Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 5,746 shares; 2025Q2: 6,034 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,123 shares 5,123 $3.04M 0.4% Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 3,132 shares; 2025Q1: 24,965 shares; 2025Q2: 22,773 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 17,754 shares 17,754 $3.01M 0.4% Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 66 shares; 2025Q1: 3,441 shares; 2025Q2: 3,573 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,537 shares 3,537 $2.99M 0.4% Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,388 shares; 2025Q1: 54,883 shares; 2025Q2: 57,933 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 48,992 shares 48,992 $2.99M 0.4% Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 4,632 shares; 2025Q2: 4,427 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,143 shares 4,143 $2.83M 0.38% 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: 5,739 shares; 2024Q4: 17,977 shares; 2025Q1: 15,899 shares; 2025Q2: 24,915 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 33,895 shares 33,895 $2.8M 0.37% 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: 4,182 shares; 2024Q4: 8,314 shares; 2025Q1: 6,461 shares; 2025Q2: 7,386 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,618 shares 9,618 $2.77M 0.37% 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: 433 shares; 2024Q4: 596 shares; 2025Q1: 11,610 shares; 2025Q2: 10,647 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,365 shares 9,365 $2.75M 0.37% Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,482 shares; 2025Q1: 49,305 shares; 2025Q2: 58,891 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 45,619 shares 45,619 $2.66M 0.35% 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: 4,256 shares; 2024Q4: 5,605 shares; 2025Q1: 6,228 shares; 2025Q2: 5,542 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,171 shares 7,171 $2.65M 0.35% 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: 20 shares; 2024Q4: 386 shares; 2025Q1: 16,692 shares; 2025Q2: 18,249 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 16,081 shares 16,081 $2.65M 0.35% Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 10,006 shares; 2025Q2: 8,637 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,535 shares 7,535 $2.59M 0.34% Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,638 shares; 2025Q1: 152,167 shares; 2025Q2: 160,762 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 120,697 shares 120,697 $2.57M 0.34% Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 801 shares; 2025Q1: 28,545 shares; 2025Q2: 33,031 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 31,477 shares 31,477 $2.51M 0.33% Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 523 shares; 2025Q1: 56,563 shares; 2025Q2: 54,860 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 51,254 shares 51,254 $2.5M 0.33% 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: 4,180 shares; 2024Q4: 4,166 shares; 2025Q1: 3,600 shares; 2025Q2: 3,715 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,810 shares 3,810 $2.49M 0.33% 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: 229 shares; 2025Q1: 11,243 shares; 2025Q2: 11,612 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,605 shares 8,605 $2.44M 0.32% Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 10,263 shares; 2025Q1: 10,515 shares; 2025Q2: 6,759 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 13,183 shares 13,183 $2.43M 0.32% Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 18,735 shares; 2025Q1: 15,553 shares; 2025Q2: 15,542 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 23,912 shares 23,912 $2.19M 0.29% 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: 235 shares; 2024Q4: 330 shares; 2025Q1: 6,927 shares; 2025Q2: 7,760 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,214 shares 7,214 $2.18M 0.29% Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,408 shares; 2024Q4: 31,086 shares; 2025Q1: 32,609 shares; 2025Q2: 19,713 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 23,315 shares 23,315 $2.07M 0.27% Timeline ACIO 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: 14,478 shares; 2025Q1: 163,511 shares; 2025Q2: 166,898 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 47,968 shares 47,968 $2.01M 0.27% Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 322 shares; 2025Q1: 15,638 shares; 2025Q2: 14,861 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,082 shares 10,082 $1.99M 0.26% Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: 11,781 shares; 2025Q2: 11,302 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,309 shares 9,309 $1.98M 0.26% Timeline IAPR 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 loaded; 2025Q4: not loaded; 2026Q1: 61,146 shares 61,146 $1.94M 0.26% Timeline IJUL 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 loaded; 2025Q4: not loaded; 2026Q1: 56,123 shares 56,123 $1.89M 0.25% Timeline IJAN 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 loaded; 2025Q4: not loaded; 2026Q1: 51,909 shares 51,909 $1.88M 0.25% Timeline IOCT 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 loaded; 2025Q4: not loaded; 2026Q1: 53,724 shares 53,724 $1.88M 0.25% 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: 278 shares; 2024Q4: 2,930 shares; 2025Q1: 33,099 shares; 2025Q2: 32,369 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,719 shares 9,719 $1.87M 0.25% Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 18,204 shares; 2025Q2: 13,348 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 11,751 shares 11,751 $1.83M 0.24% Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 9,641 shares; 2025Q2: 10,284 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,646 shares 8,646 $1.82M 0.24% 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: 5,724 shares; 2024Q4: 6,542 shares; 2025Q1: 27,615 shares; 2025Q2: 28,289 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 19,681 shares 19,681 $1.78M 0.24% Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 39 shares; 2025Q1: 2,696 shares; 2025Q2: 2,671 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,433 shares 2,433 $1.77M 0.24% Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,694 shares; 2024Q4: 54,748 shares; 2025Q1: 36,998 shares; 2025Q2: 48,282 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 58,336 shares 58,336 $1.77M 0.23% Timeline EJUL 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 loaded; 2025Q4: not loaded; 2026Q1: 57,767 shares 57,767 $1.73M 0.23% Timeline EJAN 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 loaded; 2025Q4: not loaded; 2026Q1: 50,593 shares 50,593 $1.72M 0.23% 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: 6,304 shares; 2024Q4: 7,209 shares; 2025Q1: 18,341 shares; 2025Q2: 29,694 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 22,249 shares 22,249 $1.64M 0.22% Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,728 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 32,735 shares 32,735 $1.64M 0.22% 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: 1,912 shares; 2024Q4: 2,561 shares; 2025Q1: 16,900 shares; 2025Q2: 14,775 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,679 shares 12,679 $1.63M 0.22% 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: 89 shares; 2024Q4: 74 shares; 2025Q1: 2,495 shares; 2025Q2: 2,529 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,294 shares 2,294 $1.62M 0.22% Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 21,240 shares; 2025Q1: 17,644 shares; 2025Q2: 22,346 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 25,427 shares 25,427 $1.51M 0.2% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 4,569 shares; 2025Q1: 6,872 shares; 2025Q2: 6,260 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,955 shares 8,955 $1.44M 0.19% Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 5,983 shares; 2025Q1: 4,682 shares; 2025Q2: 9,864 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 18,395 shares 18,395 $1.42M 0.19% 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: 2,700 shares; 2024Q4: 6,982 shares; 2025Q1: 4,639 shares; 2025Q2: 4,456 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,355 shares 2,355 $1.41M 0.19% 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: 8,642 shares; 2024Q4: 7,429 shares; 2025Q1: 6,704 shares; 2025Q2: 6,911 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,586 shares 5,586 $1.37M 0.18% Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,507 shares; 2025Q2: 8,507 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,917 shares 6,917 $1.28M 0.17% Timeline PNOV 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: 44,680 shares; 2025Q1: 53,964 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 28,730 shares 28,730 $1.17M 0.16% Timeline PDEC 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: 42,517 shares; 2025Q1: 52,306 shares; 2025Q2: 48,435 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 27,560 shares 27,560 $1.17M 0.16% Timeline PFEB 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: 54,729 shares; 2025Q2: 50,874 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 29,123 shares 29,123 $1.17M 0.16% 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: 2,969 shares; 2024Q4: 2,805 shares; 2025Q1: 2,844 shares; 2025Q2: 3,227 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,116 shares 3,116 $1.16M 0.15% 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: 15,261 shares; 2024Q4: 39,252 shares; 2025Q1: 30,406 shares; 2025Q2: 11,143 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 13,749 shares 13,749 $1.13M 0.15% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 2,749 shares; 2025Q2: 2,678 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,086 shares 3,086 $1.09M 0.14% Timeline OSCV 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: 10,231 shares; 2025Q1: 127,254 shares; 2025Q2: 125,172 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 26,958 shares 26,958 $1.06M 0.14% Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,923 shares; 2025Q1: 12,305 shares; 2025Q2: 12,243 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,424 shares 12,424 $1.06M 0.14% 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: 473 shares; 2024Q4: 186 shares; 2025Q1: 4,428 shares; 2025Q2: 3,493 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,165 shares 2,165 $1.04M 0.14% 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: 47,072 shares; 2024Q4: 47,955 shares; 2025Q1: 48,722 shares; 2025Q2: 49,610 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 52,455 shares 52,455 $1.01M 0.13% Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: 11,971 shares; 2025Q1: 10,456 shares; 2025Q2: 11,153 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,472 shares 10,472 $1.01M 0.13% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 11,525 shares; 2025Q1: 11,806 shares; 2025Q2: 2,962 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,214 shares 3,214 $999K 0.13% 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: 2,005 shares; 2024Q4: 1,781 shares; 2025Q1: 1,673 shares; 2025Q2: 1,597 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,693 shares 1,693 $968K 0.13% Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,050 shares; 2025Q2: 19,354 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 17,869 shares 17,869 $963K 0.13% Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: not reported; 2025Q1: 2,839 shares; 2025Q2: 3,153 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,051 shares 3,051 $923K 0.12% Timeline VGLT 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: 282,057 shares; 2024Q4: 53,635 shares; 2025Q1: 32,075 shares; 2025Q2: 17,735 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 16,451 shares 16,451 $911K 0.12% Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174,562 shares; 2025Q1: 203,294 shares; 2025Q2: 171,331 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 19,162 shares 19,162 $893K 0.12% 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: 15,535 shares; 2024Q4: 15,862 shares; 2025Q1: 13,301 shares; 2025Q2: 13,867 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,949 shares 12,949 $874K 0.12% 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: 8,897 shares; 2024Q4: 8,789 shares; 2025Q1: 9,403 shares; 2025Q2: 10,041 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,422 shares 9,422 $853K 0.11% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 8,752 shares; 2025Q1: 7,046 shares; 2025Q2: 6,883 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,832 shares 6,832 $849K 0.11% 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: 619 shares; 2024Q4: 684 shares; 2025Q1: 597 shares; 2025Q2: 628 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 849 shares 849 $846K 0.11% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 1,220 shares; 2025Q1: 1,385 shares; 2025Q2: 1,449 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,927 shares 7,927 $829K 0.11% 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: 132 shares; 2024Q4: 489 shares; 2025Q1: 9,113 shares; 2025Q2: 8,372 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,408 shares 1,408 $813K 0.11% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 2,873 shares; 2025Q1: 3,324 shares; 2025Q2: 3,481 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,260 shares 4,260 $795K 0.11% Timeline IDUB 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: 11,789 shares; 2025Q1: 142,135 shares; 2025Q2: 130,927 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 31,361 shares 31,361 $774K 0.1% Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 15,435 shares; 2025Q1: 10,735 shares; 2025Q2: 11,403 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 10,747 shares 10,747 $773K 0.1% 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: 2,304 shares; 2024Q4: 2,309 shares; 2025Q1: 2,212 shares; 2025Q2: 2,664 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,374 shares 2,374 $762K 0.1% Timeline TRU TRANSUNION More: the full row for TRANSUNION 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 loaded; 2025Q4: not loaded; 2026Q1: 10,660 shares 10,660 $738K 0.1% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 9,401 shares; 2025Q1: 11,237 shares; 2025Q2: 12,599 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 13,280 shares 13,280 $701K 0.09% 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: 1,707 shares; 2024Q4: 1,119 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,586 shares 1,586 $682K 0.09% Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,801 shares; 2025Q1: 2,527 shares; 2025Q2: 1,904 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,020 shares 1,020 $663K 0.09% Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,979 shares 7,979 $641K 0.09% Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 585 shares 585 $640K 0.08% Timeline FLEX FLEX LTD More: the full row for FLEX 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: 708 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 9,768 shares 9,768 $639K 0.08% Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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 loaded; 2025Q4: not loaded; 2026Q1: 14,896 shares 14,896 $639K 0.08% Timeline ICSH 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: 9,105 shares; 2024Q4: 19,311 shares; 2025Q1: 19,970 shares; 2025Q2: 34,758 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,523 shares 12,523 $634K 0.08% Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 634 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 23,405 shares 23,405 $632K 0.08% Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,789 shares 4,789 $631K 0.08% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 4,843 shares; 2025Q2: 4,901 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,254 shares 4,254 $626K 0.08% Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 67 shares; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,226 shares 6,226 $623K 0.08% Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,495 shares 4,495 $617K 0.08% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,998 shares 5,998 $616K 0.08% 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: 4,640 shares; 2024Q4: 3,298 shares; 2025Q1: 2,764 shares; 2025Q2: 3,111 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,118 shares 6,118 $607K 0.08% Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,156 shares 5,156 $606K 0.08% Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 548 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 18,306 shares 18,306 $599K 0.08% Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 9,888 shares; 2025Q1: 11,255 shares; 2025Q2: 12,140 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 12,717 shares 12,717 $597K 0.08% Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,752 shares 2,752 $594K 0.08% Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,597 shares 8,597 $593K 0.08% Timeline GAP GAP INC More: the full row for GAP 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: 1,342 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 24,391 shares 24,391 $590K 0.08% Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 21,925 shares 21,925 $590K 0.08% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,379 shares; 2025Q1: 4,748 shares; 2025Q2: 6,883 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,212 shares 8,212 $573K 0.08% Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,290 shares 2,290 $572K 0.08% Timeline PODD INSULET CORP More: the full row for INSULET 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: 94 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,669 shares 2,669 $560K 0.07% Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,054 shares 3,054 $557K 0.07% Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,089 shares 2,089 $555K 0.07% Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,377 shares 1,377 $548K 0.07% Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 35,160 shares; 2025Q1: 35,936 shares; 2025Q2: 39,711 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 51,533 shares 51,533 $531K 0.07% 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: 2,647 shares; 2024Q4: 2,680 shares; 2025Q1: 2,199 shares; 2025Q2: 2,186 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,837 shares 1,837 $527K 0.07% Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,643 shares; 2025Q2: 50,382 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,460 shares 5,460 $506K 0.07% Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,735 shares; 2024Q4: 6,735 shares; 2025Q1: 6,735 shares; 2025Q2: 6,735 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 6,735 shares 6,735 $439K 0.06% Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,710 shares 8,710 $432K 0.06% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 2,446 shares; 2025Q1: 2,417 shares; 2025Q2: 2,015 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,718 shares 1,718 $426K 0.06% 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: 19 shares; 2024Q4: 10,625 shares; 2025Q1: 9,725 shares; 2025Q2: 13,060 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,672 shares 8,672 $417K 0.06% Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,702 shares 1,702 $413K 0.05% Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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 loaded; 2025Q4: not loaded; 2026Q1: 16,613 shares 16,613 $377K 0.05% 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: 8,332 shares; 2024Q4: 8,284 shares; 2025Q1: 6,270 shares; 2025Q2: 6,151 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,199 shares 4,199 $370K 0.05% Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,507 shares; 2025Q1: 1,989 shares; 2025Q2: 1,830 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,523 shares 1,523 $317K 0.04% 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: 1,548 shares; 2024Q4: 1,461 shares; 2025Q1: 1,785 shares; 2025Q2: 2,039 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,513 shares 1,513 $313K 0.04% Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 25,309 shares; 2025Q1: 17,002 shares; 2025Q2: 18,207 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 7,294 shares 7,294 $309K 0.04% 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: 4,375 shares; 2024Q4: 4,592 shares; 2025Q1: 4,712 shares; 2025Q2: 4,827 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,317 shares 5,317 $301K 0.04% Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,343 shares 1,343 $289K 0.04% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: 2,682 shares; 2025Q2: 2,499 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 2,499 shares 2,499 $283K 0.04% Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5,577 shares 5,577 $282K 0.04% Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,682 shares; 2025Q1: 2,879 shares; 2025Q2: 2,875 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,221 shares 3,221 $279K 0.04% Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,442 shares; 2025Q1: 4,925 shares; 2025Q2: 4,715 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,715 shares 4,715 $247K 0.03% Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 14 shares; 2025Q1: 2,241 shares; 2025Q2: 2,705 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,665 shares 1,665 $241K 0.03% Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,647 shares; 2024Q4: 11,669 shares; 2025Q1: 8,598 shares; 2025Q2: 8,208 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8,208 shares 8,208 $221K 0.03% 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: not loaded; 2025Q4: not loaded; 2026Q1: 4,280 shares 4,280 $213K 0.03% Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4,494 shares 4,494 $211K 0.03% 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: 3,587 shares; 2024Q4: 13,035 shares; 2025Q1: 5,083 shares; 2025Q2: 2,711 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 3,430 shares 3,430 $210K 0.03% 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 loaded; 2025Q4: not loaded; 2026Q1: 3,038 shares 3,038 $207K 0.03% 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 loaded; 2025Q4: not loaded; 2026Q1: 4,463 shares 4,463 $204K 0.03% Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 434 shares 434 $201K 0.03% Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,500 shares; 2025Q1: 14,000 shares; 2025Q2: 16,500 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 11,500 shares 11,500 $115K 0.02% Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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 loaded; 2025Q4: not loaded; 2026Q1: 11,875 shares 11,875 $53K 0.01% Timeline UJUL 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: 2,209 shares; 2025Q1: 7,123 shares; 2025Q2: 5,185 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,288 shares 1,288 $49.3K 0.01% Timeline UAUG 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: 273,637 shares; 2025Q1: 6,930 shares; 2025Q2: 5,049 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,251 shares 1,251 $49.2K 0.01% Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276,830 shares; 2025Q1: 6,993 shares; 2025Q2: 5,101 shares; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1,271 shares 1,271 $49.2K 0.01% Timeline SCHM 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 loaded; 2025Q4: not loaded; 2026Q1: 35 shares 35 $1.08K <0.01% Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 5 shares 5 $564 <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 8 shares 8 $201 <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 4 shares 4 $133 <0.01% Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not loaded; 2026Q1: 1 shares 1 $54 <0.01% Timeline