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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,514 shares; 2024Q4: 188,120 shares; 2025Q1: 126,605 shares; 2025Q2: 140,610 shares; 2025Q3: 140,798 shares 140,798 $93.8M 28.27% +188 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,779 shares; 2024Q4: 68,682 shares; 2025Q1: 52,058 shares; 2025Q2: 62,307 shares; 2025Q3: 64,828 shares 64,828 $38.9M 11.73% +2,521 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,121 shares; 2024Q4: 1,016,229 shares; 2025Q1: 1,299,490 shares; 2025Q2: 647,419 shares; 2025Q3: 620,366 shares 620,366 $37.2M 11.2% -27,053 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,216 shares; 2024Q4: 186,495 shares; 2025Q1: 110,558 shares; 2025Q2: 159,427 shares; 2025Q3: 153,987 shares 153,987 $29.2M 8.8% -5,440 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,354 shares; 2024Q4: 101,792 shares; 2025Q1: 102,034 shares; 2025Q2: 103,294 shares; 2025Q3: 100,770 shares 100,770 $18.8M 5.67% -2,524 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,851 shares; 2024Q4: 129,006 shares; 2025Q1: 204,560 shares; 2025Q2: 161,297 shares; 2025Q3: 129,687 shares 129,687 $11.9M 3.59% -31,610 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111,064 shares; 2024Q4: 1,111,064 shares; 2025Q1: 1,111,064 shares; 2025Q2: 1,111,064 shares; 2025Q3: 1,111,064 shares 1,111,064 $11.1M 3.35% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,221 shares; 2024Q4: 77,686 shares; 2025Q1: 59,648 shares; 2025Q2: 57,883 shares; 2025Q3: 54,561 shares 54,561 $6.03M 1.82% -3,322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,736 shares; 2024Q4: 36,685 shares; 2025Q1: 2,610 shares; 2025Q2: 1,049 shares; 2025Q3: 14,130 shares 14,130 $3.98M 1.2% +13,081 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,017 shares; 2024Q4: 87,428 shares; 2025Q1: 51,050 shares; 2025Q2: 46,869 shares; 2025Q3: 36,446 shares 36,446 $3.92M 1.18% -10,423 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,303 shares; 2024Q4: 90,989 shares; 2025Q1: 46,651 shares; 2025Q2: 2,843 shares; 2025Q3: 33,009 shares 33,009 $3.91M 1.18% +30,166 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,797 shares; 2024Q4: 177,275 shares; 2025Q1: 94,443 shares; 2025Q2: 85,482 shares; 2025Q3: 72,034 shares 72,034 $3.88M 1.17% -13,448 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,307 shares; 2024Q4: 61,289 shares; 2025Q1: 35,022 shares; 2025Q2: 31,832 shares; 2025Q3: 25,070 shares 25,070 $3.87M 1.17% -6,762 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 15,006 shares; 2025Q1: 15,651 shares; 2025Q2: 14,760 shares; 2025Q3: 14,917 shares 14,917 $3.8M 1.14% +157 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: 96,935 shares; 2025Q3: 96,621 shares 96,621 $3.65M 1.1% -314 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,961 shares; 2024Q4: 30,072 shares; 2025Q1: 31,418 shares; 2025Q2: 32,044 shares; 2025Q3: 41,054 shares 41,054 $2.36M 0.71% +9,010 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 8,164 shares; 2025Q1: 7,487 shares; 2025Q2: 7,257 shares; 2025Q3: 11,462 shares 11,462 $1.76M 0.53% +4,205 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 4,870 shares; 2025Q1: 4,449 shares; 2025Q2: 4,628 shares; 2025Q3: 3,959 shares 3,959 $1.76M 0.53% -669 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 3,948 shares; 2025Q1: 3,618 shares; 2025Q2: 3,575 shares; 2025Q3: 3,389 shares 3,389 $1.76M 0.53% -186 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 11,179 shares; 2025Q1: 10,922 shares; 2025Q2: 11,070 shares; 2025Q3: 10,316 shares 10,316 $1.73M 0.52% -754 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,101 shares 62,101 $1.55M 0.47% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 19,925 shares; 2025Q1: 18,291 shares; 2025Q2: 19,443 shares; 2025Q3: 23,929 shares 23,929 $1.37M 0.41% +4,486 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 13,738 shares; 2025Q1: 17,501 shares; 2025Q2: 25,607 shares; 2025Q3: 40,404 shares 40,404 $1.35M 0.41% +14,797 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 4,619 shares; 2025Q1: 4,919 shares; 2025Q2: 4,869 shares; 2025Q3: 5,734 shares 5,734 $1.05M 0.32% +865 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 800 shares; 2025Q1: 741 shares; 2025Q2: 1,267 shares; 2025Q3: 1,491 shares 1,491 $998K 0.3% +224 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,465 shares 11,465 $951K 0.29% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 2,742 shares; 2025Q1: 2,620 shares; 2025Q2: 2,603 shares; 2025Q3: 2,820 shares 2,820 $926K 0.28% +217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3,282 shares; 2025Q1: 3,291 shares; 2025Q2: 3,762 shares; 2025Q3: 3,656 shares 3,656 $803K 0.24% -106 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 2,854 shares; 2025Q1: 2,408 shares; 2025Q2: 2,669 shares; 2025Q3: 2,478 shares 2,478 $782K 0.24% -191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,240 shares; 2025Q1: 1,983 shares; 2025Q2: 1,910 shares; 2025Q3: 1,919 shares 1,919 $778K 0.23% +9 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,888 shares; 2025Q1: 2,893 shares; 2025Q2: 2,888 shares; 2025Q3: 2,852 shares 2,852 $743K 0.22% -36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,563 shares; 2025Q1: 2,647 shares; 2025Q2: 1,991 shares; 2025Q3: 2,089 shares 2,089 $743K 0.22% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 5,088 shares; 2025Q1: 5,129 shares; 2025Q2: 977 shares; 2025Q3: 6,313 shares 6,313 $619K 0.19% +5,336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 5,901 shares 5,901 $617K 0.19% +1,093 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 8,437 shares; 2025Q1: 6,693 shares; 2025Q2: 7,125 shares; 2025Q3: 7,023 shares 7,023 $589K 0.18% -102 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 9,257 shares; 2025Q1: 8,132 shares; 2025Q2: 8,039 shares; 2025Q3: 11,522 shares 11,522 $579K 0.17% +3,483 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,070 shares; 2025Q1: 2,053 shares; 2025Q2: 2,319 shares; 2025Q3: 2,264 shares 2,264 $550K 0.17% -55 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,214 shares; 2025Q1: 1,901 shares; 2025Q2: 1,758 shares; 2025Q3: 1,717 shares 1,717 $522K 0.16% -41 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 45 shares; 2025Q3: 5,510 shares 5,510 $514K 0.16% +5,465 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,944 shares; 2025Q1: not reported; 2025Q2: 13,187 shares; 2025Q3: 15,188 shares 15,188 $490K 0.15% +2,001 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 3,511 shares; 2025Q1: 3,716 shares; 2025Q2: 3,337 shares; 2025Q3: 3,043 shares 3,043 $473K 0.14% -294 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 5,598 shares; 2025Q1: 6,460 shares; 2025Q2: 6,573 shares; 2025Q3: 4,243 shares 4,243 $471K 0.14% -2,330 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 1,810 shares; 2025Q1: 1,465 shares; 2025Q2: 1,557 shares; 2025Q3: 1,524 shares 1,524 $465K 0.14% -33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,403 shares; 2025Q1: 980 shares; 2025Q2: 900 shares; 2025Q3: 916 shares 916 $461K 0.14% +16 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 588 shares; 2025Q1: 575 shares; 2025Q2: 595 shares; 2025Q3: 1,308 shares 1,308 $447K 0.13% +713 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 14,310 shares; 2025Q1: 15,079 shares; 2025Q2: 17,200 shares; 2025Q3: 16,581 shares 16,581 $438K 0.13% -619 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 2,652 shares; 2025Q1: 2,292 shares; 2025Q2: 2,091 shares; 2025Q3: 2,178 shares 2,178 $404K 0.12% +87 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 7,730 shares; 2025Q1: 6,960 shares; 2025Q2: not reported; 2025Q3: 15,392 shares 15,392 $394K 0.12% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 3,879 shares; 2025Q1: 3,073 shares; 2025Q2: 3,077 shares; 2025Q3: 2,913 shares 2,913 $390K 0.12% -164 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,181 shares; 2025Q1: 3,171 shares; 2025Q2: 4,678 shares; 2025Q3: 3,946 shares 3,946 $389K 0.12% -732 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 869 shares; 2025Q1: 881 shares; 2025Q2: 872 shares; 2025Q3: 872 shares 872 $380K 0.11% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,603 shares 2,603 $379K 0.11% +86 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,227 shares; 2025Q1: 1,735 shares; 2025Q2: 1,810 shares; 2025Q3: 1,772 shares 1,772 $373K 0.11% -38 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 6,733 shares; 2025Q1: 5,212 shares; 2025Q2: 5,613 shares; 2025Q3: 5,214 shares 5,214 $373K 0.11% -399 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares 3,035 $367K 0.11% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares 2,465 $366K 0.11% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 2,235 shares; 2025Q1: 2,096 shares; 2025Q2: 2,478 shares; 2025Q3: 3,928 shares 3,928 $351K 0.11% +1,450 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,419 shares; 2025Q1: 1,107 shares; 2025Q2: 1,152 shares; 2025Q3: 1,131 shares 1,131 $350K 0.11% -21 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,633 shares 1,633 $349K 0.11% +131 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,709 shares; 2025Q3: 9,544 shares 9,544 $343K 0.1% -2,165 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,805 shares; 2025Q1: not reported; 2025Q2: 4,710 shares; 2025Q3: 5,153 shares 5,153 $335K 0.1% +443 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,546 shares; 2024Q4: 8,814 shares; 2025Q1: 8,566 shares; 2025Q2: 9,700 shares; 2025Q3: 7,204 shares 7,204 $333K 0.1% -2,496 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 5,155 shares; 2025Q1: 4,031 shares; 2025Q2: 4,307 shares; 2025Q3: 4,219 shares 4,219 $329K 0.1% -88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares 539 $328K 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,066 shares; 2025Q1: 2,736 shares; 2025Q2: 2,907 shares; 2025Q3: 2,846 shares 2,846 $321K 0.1% -61 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: 11,421 shares; 2025Q2: 10,721 shares; 2025Q3: 10,472 shares 10,472 $312K 0.09% -249 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 8,026 shares; 2025Q1: 7,111 shares; 2025Q2: 8,808 shares; 2025Q3: 6,970 shares 6,970 $310K 0.09% -1,838 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,673 shares; 2025Q1: 1,607 shares; 2025Q2: 1,562 shares; 2025Q3: 1,334 shares 1,334 $309K 0.09% -228 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares 1,300 $308K 0.09% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,057 shares 49,057 $304K 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 7,227 shares; 2025Q1: 5,744 shares; 2025Q2: 6,052 shares; 2025Q3: 5,824 shares 5,824 $300K 0.09% -228 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 1,053 shares; 2025Q1: 935 shares; 2025Q2: 450 shares; 2025Q3: 2,467 shares 2,467 $298K 0.09% +2,017 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,164 shares 7,164 $296K 0.09% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 11,224 shares; 2025Q1: 9,042 shares; 2025Q2: 10,176 shares; 2025Q3: 9,410 shares 9,410 $296K 0.09% -766 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 2,076 shares 2,076 $293K 0.09% +188 Timeline FTGS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 4,019 shares; 2025Q1: 5,547 shares; 2025Q2: 8,647 shares; 2025Q3: 7,953 shares 7,953 $286K 0.09% -694 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 4,502 shares; 2025Q1: 3,929 shares; 2025Q2: 8,696 shares; 2025Q3: 5,133 shares 5,133 $285K 0.09% -3,563 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,813 shares 2,813 $284K 0.09% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,376 shares; 2025Q1: 1,132 shares; 2025Q2: 1,171 shares; 2025Q3: 1,139 shares 1,139 $280K 0.08% -32 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 554 shares; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 826 shares 826 $273K 0.08% -26 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares 1,231 $267K 0.08% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,641 shares; 2025Q1: 1,306 shares; 2025Q2: 1,374 shares; 2025Q3: 1,329 shares 1,329 $267K 0.08% -45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,310 shares 3,310 $265K 0.08% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,051 shares; 2025Q1: 4,145 shares; 2025Q2: 4,320 shares; 2025Q3: 3,922 shares 3,922 $264K 0.08% -398 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 2,635 shares; 2025Q1: 2,684 shares; 2025Q2: 4,221 shares; 2025Q3: 3,447 shares 3,447 $260K 0.08% -774 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,562 shares; 2025Q1: 2,405 shares; 2025Q2: 2,160 shares; 2025Q3: 2,091 shares 2,091 $259K 0.08% -69 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 6,382 shares; 2025Q1: 4,926 shares; 2025Q2: 5,268 shares; 2025Q3: 5,293 shares 5,293 $256K 0.08% +25 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,513 shares; 2025Q3: 3,688 shares 3,688 $255K 0.08% -825 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 381 shares; 2025Q3: 342 shares 342 $251K 0.08% -39 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares 130 $248K 0.07% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,764 shares 4,764 $247K 0.07% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 2,138 shares; 2025Q1: not reported; 2025Q2: 3,057 shares; 2025Q3: 2,969 shares 2,969 $247K 0.07% -88 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,913 shares; 2025Q1: 2,355 shares; 2025Q2: 2,516 shares; 2025Q3: 2,613 shares 2,613 $247K 0.07% +97 Timeline TIDAL TR II TIDAL TR II More: the full row for TIDAL TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,654 shares; 2024Q4: 29,568 shares; 2025Q1: 26,743 shares; 2025Q2: 26,193 shares; 2025Q3: 25,960 shares 25,960 $245K 0.07% -233 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,638 shares; 2025Q1: 1,187 shares; 2025Q2: 492 shares; 2025Q3: 1,009 shares 1,009 $242K 0.07% +517 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 417 shares; 2025Q1: 221 shares; 2025Q2: 242 shares; 2025Q3: 258 shares 258 $239K 0.07% +16 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 1,101 shares; 2025Q1: 287 shares; 2025Q2: 340 shares; 2025Q3: 389 shares 389 $238K 0.07% +49 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: 11,869 shares; 2025Q3: 11,138 shares 11,138 $237K 0.07% -731 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 1,621 shares 1,621 $230K 0.07% +1,519 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 3,813 shares; 2025Q1: 3,594 shares; 2025Q2: 3,115 shares; 2025Q3: 3,467 shares 3,467 $230K 0.07% +352 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares 629 $230K 0.07% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,128 shares; 2025Q1: 865 shares; 2025Q2: 916 shares; 2025Q3: 918 shares 918 $226K 0.07% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,173 shares; 2025Q1: 890 shares; 2025Q2: 804 shares; 2025Q3: 795 shares 795 $224K 0.07% -9 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,157 shares; 2025Q1: 5,030 shares; 2025Q2: 5,408 shares; 2025Q3: 5,332 shares 5,332 $224K 0.07% -76 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 2,764 shares; 2025Q1: 2,635 shares; 2025Q2: 2,506 shares; 2025Q3: 1,581 shares 1,581 $222K 0.07% -925 Timeline BUFZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 16,422 shares; 2025Q1: 8,616 shares; 2025Q2: 8,606 shares; 2025Q3: 8,531 shares 8,531 $221K 0.07% -75 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,481 shares 2,481 $221K 0.07% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 2,767 shares; 2025Q1: 2,565 shares; 2025Q2: 5,476 shares; 2025Q3: 4,719 shares 4,719 $220K 0.07% -757 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares 3,923 $217K 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 799 shares; 2025Q1: 662 shares; 2025Q2: 756 shares; 2025Q3: 758 shares 758 $214K 0.06% +2 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 3,604 shares; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,267 shares 3,267 $210K 0.06% -24 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 2,467 shares; 2025Q1: 2,213 shares; 2025Q2: 4,566 shares; 2025Q3: 3,872 shares 3,872 $198K 0.06% -694 Timeline TSII REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,675 shares 6,675 $194K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,156 shares; 2025Q1: 2,093 shares; 2025Q2: 4,136 shares; 2025Q3: 2,602 shares 2,602 $194K 0.06% -1,534 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 4,994 shares; 2025Q1: 4,887 shares; 2025Q2: 5,366 shares; 2025Q3: 5,412 shares 5,412 $193K 0.06% +46 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,979 shares; 2025Q1: 1,844 shares; 2025Q2: 2,354 shares; 2025Q3: 2,052 shares 2,052 $192K 0.06% -302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 9,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,884 shares 11,884 $191K 0.06% new Timeline YMAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 15,923 shares; 2025Q1: 15,681 shares; 2025Q2: 15,324 shares; 2025Q3: 14,909 shares 14,909 $191K 0.06% -415 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 5,513 shares; 2025Q1: 5,895 shares; 2025Q2: 9,959 shares; 2025Q3: 8,535 shares 8,535 $181K 0.05% -1,424 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 3,570 shares; 2025Q1: 3,749 shares; 2025Q2: 4,122 shares; 2025Q3: 4,084 shares 4,084 $181K 0.05% -38 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 197 shares; 2025Q1: 191 shares; 2025Q2: 1,061 shares; 2025Q3: 909 shares 909 $178K 0.05% -152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,117 shares; 2025Q1: 1,414 shares; 2025Q2: not reported; 2025Q3: 6,216 shares 6,216 $176K 0.05% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,880 shares 1,880 $172K 0.05% -23 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 861 shares; 2025Q1: not reported; 2025Q2: 2,716 shares; 2025Q3: 2,356 shares 2,356 $165K 0.05% -360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,792 shares; 2025Q1: 2,941 shares; 2025Q2: 3,932 shares; 2025Q3: 3,309 shares 3,309 $165K 0.05% -623 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 1,092 shares; 2025Q1: 1,164 shares; 2025Q2: 4,444 shares; 2025Q3: 6,402 shares 6,402 $165K 0.05% +1,958 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,391 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,485 shares 3,485 $163K 0.05% -104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,214 shares; 2025Q1: 650 shares; 2025Q2: 783 shares; 2025Q3: 340 shares 340 $163K 0.05% -443 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 633 shares; 2025Q1: 653 shares; 2025Q2: 686 shares; 2025Q3: 668 shares 668 $163K 0.05% -18 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 443 shares; 2025Q1: 410 shares; 2025Q2: 557 shares; 2025Q3: 572 shares 572 $160K 0.05% +15 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 4,010 shares; 2025Q1: 4,227 shares; 2025Q2: 4,697 shares; 2025Q3: 4,710 shares 4,710 $158K 0.05% +13 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 4,711 shares; 2025Q1: 5,280 shares; 2025Q2: 9,081 shares; 2025Q3: 7,244 shares 7,244 $158K 0.05% -1,837 Timeline NFLT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,533 shares; 2025Q3: 6,638 shares 6,638 $153K 0.05% -1,895 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares 562 $152K 0.05% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 864 shares; 2025Q1: 1,096 shares; 2025Q2: 91 shares; 2025Q3: 5,215 shares 5,215 $151K 0.05% +5,124 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,725 shares; 2025Q1: 1,732 shares; 2025Q2: 271 shares; 2025Q3: 1,533 shares 1,533 $149K 0.04% +1,262 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,396 shares; 2025Q1: 1,351 shares; 2025Q2: 2,597 shares; 2025Q3: 2,106 shares 2,106 $137K 0.04% -491 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 3,019 shares; 2025Q1: 3,147 shares; 2025Q2: 1,203 shares; 2025Q3: 1,122 shares 1,122 $133K 0.04% -81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: not reported; 2025Q3: 605 shares 605 $131K 0.04% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,691 shares 3,691 $129K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 704 shares; 2025Q1: 1,019 shares; 2025Q2: 4,962 shares; 2025Q3: 1,268 shares 1,268 $127K 0.04% -3,694 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,441 shares; 2025Q1: 1,572 shares; 2025Q2: not reported; 2025Q3: 1,384 shares 1,384 $124K 0.04% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,241 shares; 2025Q1: 3,451 shares; 2025Q2: 4,944 shares; 2025Q3: 4,493 shares 4,493 $122K 0.04% -451 Timeline AFLG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 3,038 shares; 2025Q3: 3,043 shares 3,043 $118K 0.04% +5 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 4,896 shares; 2025Q1: 4,676 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares 4,518 $117K 0.04% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: 326 shares 326 $109K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 864 shares; 2025Q1: 654 shares; 2025Q2: 1,044 shares; 2025Q3: 576 shares 576 $107K 0.03% -468 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,890 shares; 2024Q4: 15,766 shares; 2025Q1: 15,948 shares; 2025Q2: 15,647 shares; 2025Q3: 15,593 shares 15,593 $107K 0.03% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 5,059 shares; 2025Q1: 4,611 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares 4,501 $105K 0.03% 0 Timeline FID 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 8,355 shares; 2025Q1: 6,804 shares; 2025Q2: 8,299 shares; 2025Q3: 5,199 shares 5,199 $102K 0.03% -3,100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 5,691 shares; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares 5,941 $101K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 3,176 shares; 2025Q1: 2,553 shares; 2025Q2: 2,053 shares; 2025Q3: 3,567 shares 3,567 $97.4K 0.03% +1,514 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares 1,681 $96.4K 0.03% 0 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 6,277 shares; 2025Q1: 6,922 shares; 2025Q2: 6,895 shares; 2025Q3: 6,866 shares 6,866 $95.9K 0.03% -29 FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 2,990 shares; 2025Q1: 3,226 shares; 2025Q2: 5,793 shares; 2025Q3: 4,937 shares 4,937 $94.8K 0.03% -856 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 464 shares; 2025Q1: 431 shares; 2025Q2: 324 shares; 2025Q3: 321 shares 321 $94.4K 0.03% -3 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 670 shares; 2025Q1: 593 shares; 2025Q2: 1,407 shares; 2025Q3: 969 shares 969 $92.2K 0.03% -438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $89.2K 0.03% new Timeline DFEB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares 1,914 $89.1K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 4,922 shares; 2025Q1: 11,053 shares; 2025Q2: 2,663 shares; 2025Q3: 2,708 shares 2,708 $86.4K 0.03% +45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 6,182 shares; 2025Q1: 5,545 shares; 2025Q2: 3,394 shares; 2025Q3: 3,022 shares 3,022 $84.3K 0.03% -372 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,832 shares; 2025Q3: 18,832 shares 18,832 $83K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 383 shares; 2025Q1: 159 shares; 2025Q2: 943 shares; 2025Q3: 943 shares 943 $82.3K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 1,180 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,048 shares 1,048 $82.1K 0.02% -150 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 801 shares 801 $75.5K 0.02% -21 Timeline AMZA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 1,837 shares 1,837 $73.8K 0.02% -92 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,092 shares; 2025Q2: 892 shares; 2025Q3: 884 shares 884 $73K 0.02% -8 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 147 shares; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,348 shares 1,348 $71.2K 0.02% -232 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 3,992 shares; 2025Q1: 4,030 shares; 2025Q2: 3,995 shares; 2025Q3: 4,194 shares 4,194 $70.5K 0.02% +199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 51,118 shares; 2025Q3: 777 shares 777 $67.8K 0.02% -50,341 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 386 shares; 2025Q1: 312 shares; 2025Q2: 924 shares; 2025Q3: 1,597 shares 1,597 $60.9K 0.02% +673 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 1,012 shares; 2025Q3: 932 shares 932 $60.8K 0.02% -80 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: 3,404 shares; 2025Q3: 3,231 shares 3,231 $60.4K 0.02% -173 Timeline ROUNDHILL ROUNDHILL More: the full row for ROUNDHILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,646 shares; 2024Q4: 14,696 shares; 2025Q1: 12,558 shares; 2025Q2: 11,258 shares; 2025Q3: 11,008 shares 11,008 $60.2K 0.02% -250 FTXO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 1,698 shares; 2025Q3: 1,662 shares 1,662 $59.2K 0.02% -36 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,795 shares; 2024Q4: 6,525 shares; 2025Q1: 5,419 shares; 2025Q2: not reported; 2025Q3: 4,817 shares 4,817 $57.6K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 2,657 shares; 2025Q1: 1,928 shares; 2025Q2: 1,771 shares; 2025Q3: 1,140 shares 1,140 $56.2K 0.02% -631 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,158 shares; 2025Q3: 2,334 shares 2,334 $54.4K 0.02% -824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: 577 shares 577 $51.5K 0.02% new Timeline QQQY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,940 shares; 2025Q1: 1,908 shares; 2025Q2: 2,043 shares; 2025Q3: 1,955 shares 1,955 $50.3K 0.02% -88 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 76 shares; 2025Q2: 289 shares; 2025Q3: 275 shares 275 $49.3K 0.01% -14 Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,375 shares; 2024Q4: 22,375 shares; 2025Q1: 20,110 shares; 2025Q2: 20,000 shares; 2025Q3: 18,000 shares 18,000 $48.8K 0.01% -2,000 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,305 shares; 2025Q1: 1,225 shares; 2025Q2: 714 shares; 2025Q3: 714 shares 714 $48.4K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares 150 $48K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 211 shares; 2025Q1: 248 shares; 2025Q2: not reported; 2025Q3: 219 shares 219 $47.3K 0.01% new Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 622 shares 622 $47.2K 0.01% -199 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 629 shares; 2025Q1: 616 shares; 2025Q2: 259 shares; 2025Q3: 239 shares 239 $46.5K 0.01% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 325 shares; 2025Q3: 325 shares 325 $45.5K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares 1,208 $42.8K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 200 shares 200 $41.9K 0.01% -14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 278 shares; 2025Q1: 288 shares; 2025Q2: 318 shares; 2025Q3: 163 shares 163 $41.4K 0.01% -155 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 594 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 506 shares 506 $41.1K 0.01% -22 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 866 shares; 2025Q1: 822 shares; 2025Q2: 381 shares; 2025Q3: 359 shares 359 $40.9K 0.01% -22 Timeline COII REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares 1,647 $40.4K 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,557 shares 1,557 $39.9K 0.01% new Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares 1,079 $38.7K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares 155 $36.4K 0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 457 shares; 2025Q1: 433 shares; 2025Q2: 312 shares; 2025Q3: 287 shares 287 $35.9K 0.01% -25 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,728 shares; 2025Q1: 2,414 shares; 2025Q2: 2,418 shares; 2025Q3: 2,277 shares 2,277 $35.8K 0.01% -141 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 398 shares; 2025Q1: 459 shares; 2025Q2: 4,388 shares; 2025Q3: 358 shares 358 $34.5K 0.01% -4,030 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares 1,157 $34.4K 0.01% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares 406 $33.9K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 661 shares 661 $32.6K 0.01% +173 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares 193 $31.8K 0.01% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares 635 $31.3K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 238 shares; 2025Q1: 279 shares; 2025Q2: 380 shares; 2025Q3: 282 shares 282 $31.2K 0.01% -98 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 408 shares; 2025Q1: 270 shares; 2025Q2: 149 shares; 2025Q3: 149 shares 149 $30.8K 0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $29.3K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 207 shares 207 $29.3K 0.01% -48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 68 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 87 shares 87 $28.4K 0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 878 shares 878 $28.3K 0.01% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 160 shares 160 $28.3K 0.01% +143 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 192 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 469 shares 469 $28.2K 0.01% +273 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 54 shares; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 967 shares 967 $28.1K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,473 shares; 2025Q1: 4,257 shares; 2025Q2: 4,182 shares; 2025Q3: 1,068 shares 1,068 $28.1K 0.01% -3,114 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 52,426 shares; 2025Q2: 50,503 shares; 2025Q3: 354 shares 354 $27.7K 0.01% -50,149 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: 306 shares 306 $27.4K 0.01% new Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,583 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares 3,133 $27.4K 0.01% 0 DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,205 shares; 2025Q1: 933 shares; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $27.1K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares 1,329 $26.6K 0.01% new Timeline THTA TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,759 shares 1,759 $26.6K 0.01% new Timeline WCMI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,530 shares 1,530 $25.8K 0.01% -151 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares 333 $25.5K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 201 shares 201 $25.5K 0.01% +156 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares 220 $24.5K 0.01% new Timeline WDTE TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 784 shares; 2025Q2: 746 shares; 2025Q3: 720 shares 720 $24.4K 0.01% -26 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 893 shares; 2025Q1: 729 shares; 2025Q2: 1,606 shares; 2025Q3: 1,136 shares 1,136 $24.3K 0.01% -470 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,002 shares 1,002 $24K 0.01% -283 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 1,685 shares; 2025Q1: 1,370 shares; 2025Q2: 1,141 shares; 2025Q3: 580 shares 580 $22.2K 0.01% -561 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares 247 $21.9K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 422 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares 419 $21.3K 0.01% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 461 shares; 2025Q1: 462 shares; 2025Q2: 463 shares; 2025Q3: 464 shares 464 $20.6K 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 434 shares; 2025Q1: 1,461 shares; 2025Q2: 146 shares; 2025Q3: 146 shares 146 $20.3K 0.01% 0 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 99 shares; 2025Q1: 89 shares; 2025Q2: 423 shares; 2025Q3: 349 shares 349 $19.9K 0.01% -74 Timeline CEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 423 shares 423 $17.2K 0.01% +115 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $17.2K 0.01% 0 Timeline CGW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares 250 $16.1K <0.01% new Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares 462 $15.7K <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 3,937 shares; 2025Q1: 2,424 shares; 2025Q2: 1,815 shares; 2025Q3: 575 shares 575 $15.5K <0.01% -1,240 Timeline JQUA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares 245 $15.4K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $15.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 74 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $13.9K <0.01% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $13.8K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares 93 $13.4K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares 279 $13K <0.01% new Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 552 shares; 2025Q3: 552 shares 552 $12.8K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $12K <0.01% 0 Timeline PWV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181 $11.8K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $11.6K <0.01% 0 Timeline NVII REX ETF TR More: the full row for REX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares 357 $11.5K <0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,316 shares; 2025Q1: 1,417 shares; 2025Q2: 42 shares; 2025Q3: 76 shares 76 $11.3K <0.01% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $11.3K <0.01% 0 Timeline FOCT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares 237 $11.3K <0.01% 0 Timeline ROBT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares 196 $10.4K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $10.1K <0.01% 0 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares 353 $9.04K <0.01% new Timeline PLTW ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183 shares 183 $8.88K <0.01% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 119 shares; 2025Q1: 8 shares; 2025Q2: 108 shares; 2025Q3: 92 shares 92 $8.76K <0.01% -16 Timeline IWMY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 368 shares; 2025Q2: 354 shares; 2025Q3: 354 shares 354 $8.14K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 1,300 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 104 shares 104 $8.12K <0.01% -38 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $8.09K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 27 shares 27 $7.93K <0.01% -1 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $7.16K <0.01% 0 Timeline QCLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares 150 $6.29K <0.01% new Timeline PXF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $6.12K <0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares 252 $5.8K <0.01% 0 Timeline JPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 352 shares; 2025Q2: 329 shares; 2025Q3: 329 shares 329 $5.71K <0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 361 shares 361 $5.43K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $5.35K <0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares 126 $4.95K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 115 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares 111 $4.91K <0.01% 0 Timeline XOMO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 420 shares; 2025Q2: 393 shares; 2025Q3: 384 shares 384 $4.6K <0.01% -9 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares 307 $4.59K <0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 311 shares; 2025Q1: 339 shares; 2025Q2: 181 shares; 2025Q3: 179 shares 179 $4.51K <0.01% -2 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: not reported; 2025Q3: 33 shares 33 $4.48K <0.01% new Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 442 shares 442 $4.41K <0.01% +400 HYLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 110 shares; 2025Q3: 103 shares 103 $4.33K <0.01% -7 Timeline DISO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 346 shares; 2025Q2: 324 shares; 2025Q3: 324 shares 324 $4.16K <0.01% 0 Timeline FTSL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 87 shares 87 $3.99K <0.01% -69 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares 36 $3.58K <0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 77 shares; 2025Q3: 77 shares 77 $3.33K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 20 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 7 shares 7 $3.28K <0.01% +5 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 66 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $3.23K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $2.88K <0.01% 0 Timeline SPHB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares 24 $2.63K <0.01% new Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $2.62K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 114 shares; 2025Q1: 125 shares; 2025Q2: 71 shares; 2025Q3: 45 shares 45 $2.57K <0.01% -26 Timeline FTXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 23 shares 23 $2.57K <0.01% -16 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $2.52K <0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $2.4K <0.01% 0 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 73 shares 73 $2.14K <0.01% -113 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares 41 $1.97K <0.01% 0 Timeline BBJP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 29 shares 29 $1.92K <0.01% -24 Timeline JPIB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $1.91K <0.01% 0 Timeline MAGY ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares 33 $1.87K <0.01% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 100 shares 100 $1.78K <0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 308 shares; 2025Q1: 118 shares; 2025Q2: 161 shares; 2025Q3: 43 shares 43 $1.57K <0.01% -118 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 537 shares; 2025Q2: 521 shares; 2025Q3: 521 shares 521 $1.34K <0.01% 0 SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares 42 $1.27K <0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $1.22K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 438 shares; 2025Q3: 38 shares 38 $1.2K <0.01% -400 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $1.16K <0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $1.07K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 186 shares; 2025Q1: 14 shares; 2025Q2: 4,134 shares; 2025Q3: 9 shares 9 $927 <0.01% -4,125 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $917 <0.01% 0 SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $754 <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 138 shares; 2025Q2: 78 shares; 2025Q3: 29 shares 29 $688 <0.01% -49 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 331 shares; 2025Q2: 319 shares; 2025Q3: 319 shares 319 $565 <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,801 shares; 2025Q1: 4,070 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12 $556 <0.01% 0 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $386 <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $264 <0.01% 0 Timeline FBY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares 4 $63 <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 85 shares; 2025Q3: 2 shares 2 $43 <0.01% -83 Timeline