SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,514 shares; 2024Q4: 188,120 shares; 2025Q1: 126,605 shares; 2025Q2: 140,610 shares; 2025Q3: 140,798 shares; 2025Q4: 144,296 shares; 2026Q1: 111,617 shares 111,617 $72.6M 21.7% -32,679 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200,121 shares; 2024Q4: 1,016,229 shares; 2025Q1: 1,299,490 shares; 2025Q2: 647,419 shares; 2025Q3: 620,366 shares; 2025Q4: 616,144 shares; 2026Q1: 1,013,985 shares 1,013,985 $60.6M 18.12% +397,841 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,779 shares; 2024Q4: 68,682 shares; 2025Q1: 52,058 shares; 2025Q2: 62,307 shares; 2025Q3: 64,828 shares; 2025Q4: 67,249 shares; 2026Q1: 46,066 shares 46,066 $26.6M 7.95% -21,183 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,354 shares; 2024Q4: 101,792 shares; 2025Q1: 102,034 shares; 2025Q2: 103,294 shares; 2025Q3: 100,770 shares; 2025Q4: 101,317 shares; 2026Q1: 105,070 shares 105,070 $18.3M 5.48% +3,753 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,216 shares; 2024Q4: 186,495 shares; 2025Q1: 110,558 shares; 2025Q2: 159,427 shares; 2025Q3: 153,987 shares; 2025Q4: 140,446 shares; 2026Q1: 93,518 shares 93,518 $17.9M 5.37% -46,928 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; 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; 2025Q4: 1,011,064 shares; 2026Q1: 1,011,064 shares 1,011,064 $12.6M 3.76% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,017 shares; 2024Q4: 87,428 shares; 2025Q1: 51,050 shares; 2025Q2: 46,869 shares; 2025Q3: 36,446 shares; 2025Q4: 30,181 shares; 2026Q1: 63,915 shares 63,915 $6.82M 2.04% +33,734 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 2,556 shares; 2026Q1: 90,868 shares 90,868 $5.57M 1.66% +88,312 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,221 shares; 2024Q4: 77,686 shares; 2025Q1: 59,648 shares; 2025Q2: 57,883 shares; 2025Q3: 54,561 shares; 2025Q4: 54,088 shares; 2026Q1: 49,930 shares 49,930 $5.51M 1.65% -4,158 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,246 shares; 2025Q2: 51,118 shares; 2025Q3: 777 shares; 2025Q4: 67,983 shares; 2026Q1: 116,377 shares 116,377 $5.34M 1.6% +48,394 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,441 shares; 2025Q1: 1,572 shares; 2025Q2: not reported; 2025Q3: 1,384 shares; 2025Q4: 1,351 shares; 2026Q1: 106,086 shares 106,086 $5.3M 1.59% +104,735 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,307 shares; 2024Q4: 61,289 shares; 2025Q1: 35,022 shares; 2025Q2: 31,832 shares; 2025Q3: 25,070 shares; 2025Q4: 19,331 shares; 2026Q1: 30,569 shares 30,569 $4.94M 1.48% +11,238 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 15,006 shares; 2025Q1: 15,651 shares; 2025Q2: 14,760 shares; 2025Q3: 14,917 shares; 2025Q4: 12,766 shares; 2026Q1: 17,946 shares 17,946 $4.55M 1.36% +5,180 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 55,664 shares 55,664 $3.79M 1.13% +53,736 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: 96,935 shares; 2025Q3: 96,621 shares; 2025Q4: 97,011 shares; 2026Q1: 97,082 shares 97,082 $3.58M 1.07% +71 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,961 shares; 2024Q4: 30,072 shares; 2025Q1: 31,418 shares; 2025Q2: 32,044 shares; 2025Q3: 41,054 shares; 2025Q4: 42,452 shares; 2026Q1: 52,694 shares 52,694 $2.93M 0.87% +10,242 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,851 shares; 2024Q4: 129,006 shares; 2025Q1: 204,560 shares; 2025Q2: 161,297 shares; 2025Q3: 129,687 shares; 2025Q4: 78,562 shares; 2026Q1: 31,236 shares 31,236 $2.86M 0.86% -47,326 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,420 shares 61,420 $2.86M 0.85% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 869 shares; 2025Q1: 881 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 894 shares; 2026Q1: 5,935 shares 5,935 $2.42M 0.72% +5,041 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 3,119 shares 3,119 $2.18M 0.65% +3,095 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 63,288 shares 63,288 $2.1M 0.63% +62,080 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 128 shares; 2025Q1: 113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113 shares; 2026Q1: 17,492 shares 17,492 $1.92M 0.57% +17,379 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 9,257 shares; 2025Q1: 8,132 shares; 2025Q2: 8,039 shares; 2025Q3: 11,522 shares; 2025Q4: 10,596 shares; 2026Q1: 33,196 shares 33,196 $1.67M 0.5% +22,600 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,101 shares; 2025Q4: 64,228 shares; 2026Q1: 68,105 shares 68,105 $1.63M 0.49% +3,877 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 3,948 shares; 2025Q1: 3,618 shares; 2025Q2: 3,575 shares; 2025Q3: 3,389 shares; 2025Q4: 3,378 shares; 2026Q1: 3,689 shares 3,689 $1.37M 0.41% +311 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,394 shares; 2024Q4: 19,925 shares; 2025Q1: 18,291 shares; 2025Q2: 19,443 shares; 2025Q3: 23,929 shares; 2025Q4: 23,080 shares; 2026Q1: 23,933 shares 23,933 $1.36M 0.41% +853 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; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,888 shares; 2025Q1: 2,893 shares; 2025Q2: 2,888 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 4,117 shares 4,117 $1.35M 0.4% +1,265 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,452 shares 33,452 $1.22M 0.36% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 4,870 shares; 2025Q1: 4,449 shares; 2025Q2: 4,628 shares; 2025Q3: 3,959 shares; 2025Q4: 3,285 shares; 2026Q1: 3,271 shares 3,271 $1.22M 0.36% -14 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,729 shares; 2024Q4: 8,164 shares; 2025Q1: 7,487 shares; 2025Q2: 7,257 shares; 2025Q3: 11,462 shares; 2025Q4: 6,579 shares; 2026Q1: 6,858 shares 6,858 $991K 0.3% +279 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,011 shares 20,011 $969K 0.29% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 4,619 shares; 2025Q1: 4,919 shares; 2025Q2: 4,869 shares; 2025Q3: 5,734 shares; 2025Q4: 6,072 shares; 2026Q1: 5,960 shares 5,960 $872K 0.26% -112 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 800 shares; 2025Q1: 741 shares; 2025Q2: 1,267 shares; 2025Q3: 1,491 shares; 2025Q4: 1,534 shares; 2026Q1: 1,296 shares 1,296 $846K 0.25% -238 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 13,738 shares; 2025Q1: 17,501 shares; 2025Q2: 25,607 shares; 2025Q3: 40,404 shares; 2025Q4: 55,207 shares; 2026Q1: 24,997 shares 24,997 $844K 0.25% -30,210 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 382 shares; 2026Q1: 6,260 shares 6,260 $834K 0.25% +5,878 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,574 shares 12,574 $794K 0.24% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3,282 shares; 2025Q1: 3,291 shares; 2025Q2: 3,762 shares; 2025Q3: 3,656 shares; 2025Q4: 3,521 shares; 2026Q1: 3,704 shares 3,704 $771K 0.23% +183 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,944 shares; 2025Q1: not reported; 2025Q2: 13,187 shares; 2025Q3: 15,188 shares; 2025Q4: 1,494 shares; 2026Q1: 23,906 shares 23,906 $743K 0.22% +22,412 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 45 shares; 2025Q3: 5,510 shares; 2025Q4: 5,762 shares; 2026Q1: 7,362 shares 7,362 $715K 0.21% +1,600 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,070 shares; 2025Q1: 2,053 shares; 2025Q2: 2,319 shares; 2025Q3: 2,264 shares; 2025Q4: 2,240 shares; 2026Q1: 2,336 shares 2,336 $672K 0.2% +96 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 2,854 shares; 2025Q1: 2,408 shares; 2025Q2: 2,669 shares; 2025Q3: 2,478 shares; 2025Q4: 2,367 shares; 2026Q1: 2,225 shares 2,225 $655K 0.2% -142 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 31 shares; 2025Q1: not reported; 2025Q2: 4,546 shares; 2025Q3: not reported; 2025Q4: 5,735 shares; 2026Q1: 9,281 shares 9,281 $612K 0.18% +3,546 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,240 shares; 2025Q1: 1,983 shares; 2025Q2: 1,910 shares; 2025Q3: 1,919 shares; 2025Q4: 1,802 shares; 2026Q1: 1,791 shares 1,791 $589K 0.18% -11 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,355 shares; 2026Q1: 13,001 shares 13,001 $586K 0.18% +7,646 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 3,511 shares; 2025Q1: 3,716 shares; 2025Q2: 3,337 shares; 2025Q3: 3,043 shares; 2025Q4: 2,678 shares; 2026Q1: 2,817 shares 2,817 $583K 0.17% +139 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 22,983 shares 22,983 $575K 0.17% +21,754 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 5,901 shares; 2025Q4: 5,857 shares; 2026Q1: 5,814 shares 5,814 $569K 0.17% -43 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; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 16,422 shares; 2025Q1: 8,616 shares; 2025Q2: 8,606 shares; 2025Q3: 8,531 shares; 2025Q4: 14,686 shares; 2026Q1: 21,440 shares 21,440 $563K 0.17% +6,754 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: 11,869 shares; 2025Q3: 11,138 shares; 2025Q4: 17,492 shares; 2026Q1: 25,816 shares 25,816 $541K 0.16% +8,324 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 4,779 shares; 2025Q1: 4,365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,102 shares; 2026Q1: 8,817 shares 8,817 $535K 0.16% +2,715 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 5,598 shares; 2025Q1: 6,460 shares; 2025Q2: 6,573 shares; 2025Q3: 4,243 shares; 2025Q4: 3,864 shares; 2026Q1: 3,728 shares 3,728 $520K 0.16% -136 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,214 shares; 2025Q1: 650 shares; 2025Q2: 783 shares; 2025Q3: 340 shares; 2025Q4: 621 shares; 2026Q1: 1,171 shares 1,171 $511K 0.15% +550 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 2,214 shares; 2025Q1: 1,901 shares; 2025Q2: 1,758 shares; 2025Q3: 1,717 shares; 2025Q4: 1,516 shares; 2026Q1: 1,609 shares 1,609 $500K 0.15% +93 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 2,742 shares; 2025Q1: 2,620 shares; 2025Q2: 2,603 shares; 2025Q3: 2,820 shares; 2025Q4: 3,496 shares; 2026Q1: 1,558 shares 1,558 $500K 0.15% -1,938 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 1,101 shares; 2025Q1: 287 shares; 2025Q2: 340 shares; 2025Q3: 389 shares; 2025Q4: 592 shares; 2026Q1: 833 shares 833 $498K 0.15% +241 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,065 shares; 2024Q4: 8,437 shares; 2025Q1: 6,693 shares; 2025Q2: 7,125 shares; 2025Q3: 7,023 shares; 2025Q4: 6,479 shares; 2026Q1: 6,253 shares 6,253 $498K 0.15% -226 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 864 shares; 2025Q1: 654 shares; 2025Q2: 1,044 shares; 2025Q3: 576 shares; 2025Q4: 1,357 shares; 2026Q1: 2,524 shares 2,524 $495K 0.15% +1,167 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 364 shares; 2026Q1: 2,633 shares 2,633 $492K 0.15% +2,269 Timeline PIT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,963 shares; 2026Q1: 6,623 shares 6,623 $479K 0.14% +4,660 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,164 shares; 2025Q4: 767 shares; 2026Q1: 11,147 shares 11,147 $478K 0.14% +10,380 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 1,810 shares; 2025Q1: 1,465 shares; 2025Q2: 1,557 shares; 2025Q3: 1,524 shares; 2025Q4: 1,411 shares; 2026Q1: 1,319 shares 1,319 $455K 0.14% -92 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,057 shares; 2025Q4: 53,712 shares; 2026Q1: 51,348 shares 51,348 $448K 0.13% -2,364 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 2,652 shares; 2025Q1: 2,292 shares; 2025Q2: 2,091 shares; 2025Q3: 2,178 shares; 2025Q4: 1,755 shares; 2026Q1: 1,833 shares 1,833 $448K 0.13% +78 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: 2,056 shares 2,056 $439K 0.13% +346 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 3,408 shares 3,408 $439K 0.13% +3,332 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 6,733 shares; 2025Q1: 5,212 shares; 2025Q2: 5,613 shares; 2025Q3: 5,214 shares; 2025Q4: 4,944 shares; 2026Q1: 4,696 shares 4,696 $437K 0.13% -248 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,066 shares; 2025Q1: 2,736 shares; 2025Q2: 2,907 shares; 2025Q3: 2,846 shares; 2025Q4: 2,693 shares; 2026Q1: 2,479 shares 2,479 $421K 0.13% -214 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,403 shares; 2025Q1: 980 shares; 2025Q2: 900 shares; 2025Q3: 916 shares; 2025Q4: 889 shares; 2026Q1: 874 shares 874 $419K 0.13% -15 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,893 shares 3,893 $384K 0.11% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 3,019 shares; 2025Q1: 3,147 shares; 2025Q2: 1,203 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 3,074 shares 3,074 $382K 0.11% +1,952 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 694 shares; 2026Q1: 1,111 shares 1,111 $375K 0.11% +417 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,145 shares; 2026Q1: 16,425 shares 16,425 $374K 0.11% +13,280 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,633 shares; 2025Q4: 164 shares; 2026Q1: 1,616 shares 1,616 $373K 0.11% +1,452 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,695 shares; 2026Q1: 9,281 shares 9,281 $364K 0.11% -3,414 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,603 shares; 2025Q4: 2,183 shares; 2026Q1: 2,871 shares 2,871 $353K 0.11% +688 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 8,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,539 shares; 2026Q1: 5,468 shares 5,468 $350K 0.1% +3,929 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares 2,981 $334K 0.1% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 554 shares; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 826 shares; 2025Q4: 764 shares; 2026Q1: 1,051 shares 1,051 $325K 0.1% +287 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: 414 shares; 2026Q1: 473 shares 473 $323K 0.1% +59 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,240 shares; 2024Q4: 7,730 shares; 2025Q1: 6,960 shares; 2025Q2: not reported; 2025Q3: 15,392 shares; 2025Q4: 12,623 shares; 2026Q1: 12,623 shares 12,623 $322K 0.1% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 3,879 shares; 2025Q1: 3,073 shares; 2025Q2: 3,077 shares; 2025Q3: 2,913 shares; 2025Q4: 2,932 shares; 2026Q1: 3,122 shares 3,122 $321K 0.1% +190 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 1,053 shares; 2025Q1: 935 shares; 2025Q2: 450 shares; 2025Q3: 2,467 shares; 2025Q4: 2,705 shares; 2026Q1: 2,821 shares 2,821 $319K 0.1% +116 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,913 shares; 2025Q1: 2,355 shares; 2025Q2: 2,516 shares; 2025Q3: 2,613 shares; 2025Q4: 2,644 shares; 2026Q1: 2,411 shares 2,411 $318K 0.1% -233 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,673 shares; 2025Q1: 1,607 shares; 2025Q2: 1,562 shares; 2025Q3: 1,334 shares; 2025Q4: 1,319 shares; 2026Q1: 1,436 shares 1,436 $312K 0.09% +117 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,376 shares; 2025Q1: 1,132 shares; 2025Q2: 1,171 shares; 2025Q3: 1,139 shares; 2025Q4: 1,032 shares; 2026Q1: 981 shares 981 $312K 0.09% -51 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,805 shares; 2024Q4: 4,051 shares; 2025Q1: 4,145 shares; 2025Q2: 4,320 shares; 2025Q3: 3,922 shares; 2025Q4: 4,128 shares; 2026Q1: 4,558 shares 4,558 $311K 0.09% +430 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares 2,076 $307K 0.09% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 7,227 shares; 2025Q1: 5,744 shares; 2025Q2: 6,052 shares; 2025Q3: 5,824 shares; 2025Q4: 5,218 shares; 2026Q1: 6,070 shares 6,070 $296K 0.09% +852 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,117 shares; 2025Q1: 1,414 shares; 2025Q2: not reported; 2025Q3: 6,216 shares; 2025Q4: 3,396 shares; 2026Q1: 9,983 shares 9,983 $289K 0.09% +6,587 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; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,419 shares; 2025Q1: 1,107 shares; 2025Q2: 1,152 shares; 2025Q3: 1,131 shares; 2025Q4: 1,274 shares; 2026Q1: 1,321 shares 1,321 $286K 0.09% +47 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,638 shares; 2025Q1: 1,187 shares; 2025Q2: 492 shares; 2025Q3: 1,009 shares; 2025Q4: 1,044 shares; 2026Q1: 2,614 shares 2,614 $285K 0.09% +1,570 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 397 shares 397 $281K 0.08% +323 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,181 shares; 2025Q1: 3,171 shares; 2025Q2: 4,678 shares; 2025Q3: 3,946 shares; 2025Q4: 2,962 shares; 2026Q1: 2,999 shares 2,999 $281K 0.08% +37 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: 875 shares 875 $280K 0.08% -1,523 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 6,694 shares 6,694 $273K 0.08% +5,471 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 2,707 shares; 2025Q1: 2,483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 2,805 shares 2,805 $271K 0.08% +1,781 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 2,154 shares 2,154 $268K 0.08% +1,583 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 2,235 shares; 2025Q1: 2,096 shares; 2025Q2: 2,478 shares; 2025Q3: 3,928 shares; 2025Q4: 7,623 shares; 2026Q1: 3,028 shares 3,028 $262K 0.08% -4,595 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 993 shares; 2025Q1: 872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 1,141 shares 1,141 $262K 0.08% +151 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 52,426 shares; 2025Q2: 50,503 shares; 2025Q3: 354 shares; 2025Q4: 2,354 shares; 2026Q1: 3,164 shares 3,164 $259K 0.08% +810 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; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,641 shares; 2025Q1: 1,306 shares; 2025Q2: 1,374 shares; 2025Q3: 1,329 shares; 2025Q4: 1,262 shares; 2026Q1: 1,242 shares 1,242 $258K 0.08% -20 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; 2024Q2: restricted; 2024Q3: 12,783 shares; 2024Q4: 11,224 shares; 2025Q1: 9,042 shares; 2025Q2: 10,176 shares; 2025Q3: 9,410 shares; 2025Q4: 10,569 shares; 2026Q1: 8,979 shares 8,979 $258K 0.08% -1,590 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 633 shares; 2025Q1: 653 shares; 2025Q2: 686 shares; 2025Q3: 668 shares; 2025Q4: 757 shares; 2026Q1: 898 shares 898 $258K 0.08% +141 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 353 shares; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 423 shares 423 $256K 0.08% +357 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 434 shares; 2025Q1: 1,461 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 1,318 shares; 2026Q1: 1,743 shares 1,743 $256K 0.08% +425 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 4,382 shares 4,382 $255K 0.08% +1,082 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; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 14,310 shares; 2025Q1: 15,079 shares; 2025Q2: 17,200 shares; 2025Q3: 16,581 shares; 2025Q4: 15,977 shares; 2026Q1: 15,832 shares 15,832 $251K 0.08% -145 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,459 shares 1,459 $251K 0.08% +21 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,797 shares; 2024Q4: 177,275 shares; 2025Q1: 94,443 shares; 2025Q2: 85,482 shares; 2025Q3: 72,034 shares; 2025Q4: 3,166 shares; 2026Q1: 5,051 shares 5,051 $249K 0.07% +1,885 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 1,003 shares 1,003 $249K 0.07% +874 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 6,382 shares; 2025Q1: 4,926 shares; 2025Q2: 5,268 shares; 2025Q3: 5,293 shares; 2025Q4: 4,908 shares; 2026Q1: 4,773 shares 4,773 $248K 0.07% -135 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,801 shares; 2025Q1: 4,070 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 5,132 shares 5,132 $248K 0.07% +5,120 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: 2,393 shares 2,393 $247K 0.07% -68 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 8,026 shares; 2025Q1: 7,111 shares; 2025Q2: 8,808 shares; 2025Q3: 6,970 shares; 2025Q4: 5,788 shares; 2026Q1: 5,672 shares 5,672 $247K 0.07% -116 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,736 shares; 2024Q4: 36,685 shares; 2025Q1: 2,610 shares; 2025Q2: 1,049 shares; 2025Q3: 14,130 shares; 2025Q4: 20,878 shares; 2026Q1: 1,859 shares 1,859 $247K 0.07% -19,019 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $245K 0.07% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,539 shares; 2026Q1: 5,030 shares 5,030 $242K 0.07% +2,491 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,316 shares; 2025Q1: 1,417 shares; 2025Q2: 42 shares; 2025Q3: 76 shares; 2025Q4: 81 shares; 2026Q1: 1,510 shares 1,510 $241K 0.07% +1,429 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,712 shares; 2026Q1: 14,189 shares 14,189 $236K 0.07% -3,523 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,219 shares 1,219 $234K 0.07% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 650 shares; 2026Q1: 651 shares 651 $232K 0.07% +1 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares; 2026Q1: 4,546 shares 4,546 $231K 0.07% +3,154 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 850 shares 850 $230K 0.07% -968 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 2,635 shares; 2025Q1: 2,684 shares; 2025Q2: 4,221 shares; 2025Q3: 3,447 shares; 2025Q4: 2,914 shares; 2026Q1: 2,638 shares 2,638 $229K 0.07% -276 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares 1,681 $226K 0.07% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 3,813 shares; 2025Q1: 3,594 shares; 2025Q2: 3,115 shares; 2025Q3: 3,467 shares; 2025Q4: 2,617 shares; 2026Q1: 2,977 shares 2,977 $226K 0.07% +360 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,193 shares; 2026Q1: 1,937 shares 1,937 $223K 0.07% -256 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126 shares; 2026Q1: 242 shares 242 $223K 0.07% +116 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166 shares; 2026Q1: 2,072 shares 2,072 $222K 0.07% +1,906 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,923 shares; 2026Q1: 3,923 shares 3,923 $222K 0.07% 0 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; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 4,019 shares; 2025Q1: 5,547 shares; 2025Q2: 8,647 shares; 2025Q3: 7,953 shares; 2025Q4: 6,896 shares; 2026Q1: 6,455 shares 6,455 $220K 0.07% -441 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: 1,814 shares 1,814 $214K 0.06% +1,137 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 2,388 shares; 2025Q1: 475 shares; 2025Q2: 834 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares 2,723 $214K 0.06% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,725 shares; 2025Q1: 1,732 shares; 2025Q2: 271 shares; 2025Q3: 1,533 shares; 2025Q4: 394 shares; 2026Q1: 2,232 shares 2,232 $211K 0.06% +1,838 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 3,038 shares; 2025Q3: 3,043 shares; 2025Q4: 4,444 shares; 2026Q1: 5,367 shares 5,367 $207K 0.06% +923 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,887 shares; 2026Q1: 4,046 shares 4,046 $205K 0.06% +159 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 2,138 shares; 2025Q1: not reported; 2025Q2: 3,057 shares; 2025Q3: 2,969 shares; 2025Q4: 2,250 shares; 2026Q1: 2,201 shares 2,201 $203K 0.06% -49 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 5,513 shares; 2025Q1: 5,895 shares; 2025Q2: 9,959 shares; 2025Q3: 8,535 shares; 2025Q4: 8,861 shares; 2026Q1: 9,592 shares 9,592 $199K 0.06% +731 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,709 shares; 2025Q3: 9,544 shares; 2025Q4: 9,487 shares; 2026Q1: 5,104 shares 5,104 $199K 0.06% -4,383 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,156 shares; 2025Q1: 2,093 shares; 2025Q2: 4,136 shares; 2025Q3: 2,602 shares; 2025Q4: 3,933 shares; 2026Q1: 2,631 shares 2,631 $194K 0.06% -1,302 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 2,767 shares; 2025Q1: 2,565 shares; 2025Q2: 5,476 shares; 2025Q3: 4,719 shares; 2025Q4: 6,098 shares; 2026Q1: 4,045 shares 4,045 $187K 0.06% -2,053 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares 562 $185K 0.06% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,303 shares; 2024Q4: 90,989 shares; 2025Q1: 46,651 shares; 2025Q2: 2,843 shares; 2025Q3: 33,009 shares; 2025Q4: 26,351 shares; 2026Q1: 1,648 shares 1,648 $183K 0.05% -24,703 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; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,880 shares; 2025Q4: 1,999 shares; 2026Q1: 1,850 shares 1,850 $178K 0.05% -149 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 864 shares; 2025Q1: 1,096 shares; 2025Q2: 91 shares; 2025Q3: 5,215 shares; 2025Q4: 5,678 shares; 2026Q1: 4,807 shares 4,807 $171K 0.05% -871 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; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,396 shares; 2025Q1: 1,351 shares; 2025Q2: 2,597 shares; 2025Q3: 2,106 shares; 2025Q4: 1,915 shares; 2026Q1: 2,344 shares 2,344 $170K 0.05% +429 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; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,157 shares; 2025Q1: 5,030 shares; 2025Q2: 5,408 shares; 2025Q3: 5,332 shares; 2025Q4: 5,086 shares; 2026Q1: 5,031 shares 5,031 $169K 0.05% -55 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,675 shares; 2025Q4: 7,752 shares; 2026Q1: 8,838 shares 8,838 $168K 0.05% +1,086 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; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 2,467 shares; 2025Q1: 2,213 shares; 2025Q2: 4,566 shares; 2025Q3: 3,872 shares; 2025Q4: 3,123 shares; 2026Q1: 2,778 shares 2,778 $152K 0.05% -345 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; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 4,994 shares; 2025Q1: 4,887 shares; 2025Q2: 5,366 shares; 2025Q3: 5,412 shares; 2025Q4: 5,247 shares; 2026Q1: 5,315 shares 5,315 $146K 0.04% +68 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; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 3,570 shares; 2025Q1: 3,749 shares; 2025Q2: 4,122 shares; 2025Q3: 4,084 shares; 2025Q4: 3,930 shares; 2026Q1: 3,968 shares 3,968 $146K 0.04% +38 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; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,241 shares; 2025Q1: 3,451 shares; 2025Q2: 4,944 shares; 2025Q3: 4,493 shares; 2025Q4: 4,054 shares; 2026Q1: 4,824 shares 4,824 $144K 0.04% +770 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: 11,421 shares; 2025Q2: 10,721 shares; 2025Q3: 10,472 shares; 2025Q4: 10,256 shares; 2026Q1: 10,256 shares 10,256 $144K 0.04% 0 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,735 shares; 2026Q1: 4,688 shares 4,688 $141K 0.04% -47 Timeline GRNI TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,088 shares; 2026Q1: 7,100 shares 7,100 $135K 0.04% +5,012 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 4,922 shares; 2025Q1: 11,053 shares; 2025Q2: 2,663 shares; 2025Q3: 2,708 shares; 2025Q4: 5,830 shares; 2026Q1: 4,605 shares 4,605 $134K 0.04% -1,225 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,691 shares; 2025Q4: 3,691 shares; 2026Q1: 3,691 shares 3,691 $130K 0.04% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,513 shares; 2025Q3: 3,688 shares; 2025Q4: 3,670 shares; 2026Q1: 1,972 shares 1,972 $130K 0.04% -1,698 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; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 861 shares; 2025Q1: not reported; 2025Q2: 2,716 shares; 2025Q3: 2,356 shares; 2025Q4: 2,208 shares; 2026Q1: 1,798 shares 1,798 $127K 0.04% -410 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; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 4,010 shares; 2025Q1: 4,227 shares; 2025Q2: 4,697 shares; 2025Q3: 4,710 shares; 2025Q4: 4,543 shares; 2026Q1: 4,583 shares 4,583 $124K 0.04% +40 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 408 shares; 2026Q1: 411 shares 411 $124K 0.04% +3 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; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 4,391 shares; 2025Q1: 3,589 shares; 2025Q2: 3,589 shares; 2025Q3: 3,485 shares; 2025Q4: 3,102 shares; 2026Q1: 3,064 shares 3,064 $122K 0.04% -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; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 197 shares; 2025Q1: 191 shares; 2025Q2: 1,061 shares; 2025Q3: 909 shares; 2025Q4: 906 shares; 2026Q1: 657 shares 657 $119K 0.04% -249 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,092 shares; 2025Q2: 892 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 1,366 shares 1,366 $118K 0.04% +482 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 629 shares; 2025Q1: 616 shares; 2025Q2: 259 shares; 2025Q3: 239 shares; 2025Q4: 287 shares; 2026Q1: 607 shares 607 $116K 0.03% +320 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 464 shares; 2025Q1: 431 shares; 2025Q2: 324 shares; 2025Q3: 321 shares; 2025Q4: 390 shares; 2026Q1: 404 shares 404 $116K 0.03% +14 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,979 shares; 2025Q1: 1,844 shares; 2025Q2: 2,354 shares; 2025Q3: 2,052 shares; 2025Q4: 1,270 shares; 2026Q1: 1,244 shares 1,244 $115K 0.03% -26 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 3,631 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 2,449 shares 2,449 $115K 0.03% +2,278 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 1,180 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,048 shares; 2025Q4: 1,213 shares; 2026Q1: 1,500 shares 1,500 $115K 0.03% +287 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 1,300 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 104 shares; 2025Q4: 1,393 shares; 2026Q1: 1,459 shares 1,459 $113K 0.03% +66 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares 1,419 $112K 0.03% 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; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 15,923 shares; 2025Q1: 15,681 shares; 2025Q2: 15,324 shares; 2025Q3: 14,909 shares; 2025Q4: 14,113 shares; 2026Q1: 14,033 shares 14,033 $110K 0.03% -80 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 2,990 shares; 2025Q1: 3,226 shares; 2025Q2: 5,793 shares; 2025Q3: 4,937 shares; 2025Q4: 5,038 shares; 2026Q1: 5,799 shares 5,799 $110K 0.03% +761 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 383 shares; 2025Q1: 159 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 976 shares; 2026Q1: 1,191 shares 1,191 $108K 0.03% +215 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 494 shares; 2025Q1: not reported; 2025Q2: 2,735 shares; 2025Q3: not reported; 2025Q4: 2,297 shares; 2026Q1: 1,359 shares 1,359 $107K 0.03% -938 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 704 shares; 2025Q1: 1,019 shares; 2025Q2: 4,962 shares; 2025Q3: 1,268 shares; 2025Q4: 890 shares; 2026Q1: 1,066 shares 1,066 $106K 0.03% +176 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 3,176 shares; 2025Q1: 2,553 shares; 2025Q2: 2,053 shares; 2025Q3: 3,567 shares; 2025Q4: 4,124 shares; 2026Q1: 3,428 shares 3,428 $105K 0.03% -696 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 816 shares 816 $105K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 1,330 shares; 2026Q1: 955 shares 955 $104K 0.03% -375 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 4,896 shares; 2025Q1: 4,676 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,509 shares; 2026Q1: 4,038 shares 4,038 $103K 0.03% -471 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 1,245 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 760 shares; 2026Q1: 1,501 shares 1,501 $103K 0.03% +741 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 946 shares; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: not reported; 2025Q4: 963 shares; 2026Q1: 1,430 shares 1,430 $99.7K 0.03% +467 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 5,691 shares; 2025Q1: not reported; 2025Q2: 5,941 shares; 2025Q3: 5,941 shares; 2025Q4: 5,941 shares; 2026Q1: 5,809 shares 5,809 $99.6K 0.03% -132 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 386 shares; 2025Q1: 312 shares; 2025Q2: 924 shares; 2025Q3: 1,597 shares; 2025Q4: 1,633 shares; 2026Q1: 2,508 shares 2,508 $97.9K 0.03% +875 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 76 shares; 2025Q2: 289 shares; 2025Q3: 275 shares; 2025Q4: 417 shares; 2026Q1: 480 shares 480 $96.4K 0.03% +63 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 278 shares; 2025Q1: 288 shares; 2025Q2: 318 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 356 shares 356 $93.2K 0.03% +193 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,305 shares; 2025Q1: 1,225 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 892 shares; 2026Q1: 1,244 shares 1,244 $92.5K 0.03% +352 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 4,711 shares; 2025Q1: 5,280 shares; 2025Q2: 9,081 shares; 2025Q3: 7,244 shares; 2025Q4: 5,016 shares; 2026Q1: 4,276 shares 4,276 $92.2K 0.03% -740 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 443 shares; 2025Q1: 410 shares; 2025Q2: 557 shares; 2025Q3: 572 shares; 2025Q4: 338 shares; 2026Q1: 392 shares 392 $91.7K 0.03% +54 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 5,059 shares; 2025Q1: 4,611 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 3,596 shares; 2026Q1: 3,664 shares 3,664 $90.7K 0.03% +68 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 1,907 shares; 2026Q1: 1,900 shares 1,900 $90K 0.03% -7 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,533 shares; 2025Q3: 6,638 shares; 2025Q4: 6,593 shares; 2026Q1: 3,890 shares 3,890 $88.5K 0.03% -2,703 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; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 801 shares; 2025Q4: 983 shares; 2026Q1: 910 shares 910 $87.9K 0.03% -73 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 6,182 shares; 2025Q1: 5,545 shares; 2025Q2: 3,394 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 3,022 shares 3,022 $87.9K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 408 shares; 2025Q1: 270 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 249 shares; 2026Q1: 412 shares 412 $86.9K 0.03% +163 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 1,044 shares 1,044 $86.9K 0.03% +628 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 9,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,884 shares; 2025Q4: 12,314 shares; 2026Q1: 12,254 shares 12,254 $84.2K 0.03% -60 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,558 shares; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 4,100 shares; 2026Q1: 4,104 shares 4,104 $81.9K 0.02% +4 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; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 1,058 shares; 2026Q1: 948 shares 948 $80.7K 0.02% -110 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 68 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 222 shares; 2026Q1: 210 shares 210 $80.5K 0.02% -12 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,792 shares; 2025Q1: 2,941 shares; 2025Q2: 3,932 shares; 2025Q3: 3,309 shares; 2025Q4: 3,375 shares; 2026Q1: 1,610 shares 1,610 $80.2K 0.02% -1,765 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 159 shares; 2026Q1: 214 shares 214 $78.6K 0.02% +55 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 86 shares; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 311 shares 311 $74.7K 0.02% +275 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; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,235 shares; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 1,837 shares; 2025Q4: 1,608 shares; 2026Q1: 1,566 shares 1,566 $72.2K 0.02% -42 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 475 shares 475 $69.2K 0.02% -41 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 932 shares; 2025Q1: 932 shares; 2025Q2: 1,012 shares; 2025Q3: 932 shares; 2025Q4: 1,022 shares; 2026Q1: 1,012 shares 1,012 $68.3K 0.02% -10 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 670 shares; 2025Q1: 593 shares; 2025Q2: 1,407 shares; 2025Q3: 969 shares; 2025Q4: 1,115 shares; 2026Q1: 717 shares 717 $68.1K 0.02% -398 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; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 8,355 shares; 2025Q1: 6,804 shares; 2025Q2: 8,299 shares; 2025Q3: 5,199 shares; 2025Q4: 2,681 shares; 2026Q1: 3,194 shares 3,194 $66.9K 0.02% +513 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 1,092 shares; 2025Q1: 1,164 shares; 2025Q2: 4,444 shares; 2025Q3: 6,402 shares; 2025Q4: 8,205 shares; 2026Q1: 2,621 shares 2,621 $65.8K 0.02% -5,584 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 147 shares; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,348 shares; 2025Q4: 1,304 shares; 2026Q1: 1,143 shares 1,143 $65.4K 0.02% -161 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; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 324 shares; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 622 shares; 2025Q4: 581 shares; 2026Q1: 795 shares 795 $65.3K 0.02% +214 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 290 shares; 2026Q1: 298 shares 298 $64.7K 0.02% +8 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,530 shares; 2025Q4: 1,885 shares; 2026Q1: 3,775 shares 3,775 $63.3K 0.02% +1,890 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,245 shares 1,245 $61.6K 0.02% +45 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 457 shares; 2025Q1: 433 shares; 2025Q2: 312 shares; 2025Q3: 287 shares; 2025Q4: 437 shares; 2026Q1: 423 shares 423 $60.1K 0.02% -14 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $55.9K 0.02% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 5,088 shares; 2025Q1: 5,129 shares; 2025Q2: 977 shares; 2025Q3: 6,313 shares; 2025Q4: 2,099 shares; 2026Q1: 567 shares 567 $54.3K 0.02% -1,532 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 588 shares 588 $54K 0.02% +447 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares 223 $52.7K 0.02% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,014 shares 1,014 $50.8K 0.02% -62 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 692 shares 692 $50.1K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: 1,465 shares; 2026Q1: 1,353 shares 1,353 $49K 0.01% -112 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 896 shares 896 $47.9K 0.01% -785 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $47.4K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 1,364 shares; 2026Q1: 1,984 shares 1,984 $47.2K 0.01% +620 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $47.1K 0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 1,698 shares; 2025Q3: 1,662 shares; 2025Q4: 2,400 shares; 2026Q1: 1,300 shares 1,300 $47K 0.01% -1,100 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,170 shares; 2025Q1: not reported; 2025Q2: 3,404 shares; 2025Q3: 3,231 shares; 2025Q4: 2,771 shares; 2026Q1: 2,687 shares 2,687 $46.4K 0.01% -84 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 253 shares 253 $45.8K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $44.9K 0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 518 shares; 2026Q1: 472 shares 472 $44.6K 0.01% -46 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares 273 $43.5K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 866 shares; 2025Q1: 822 shares; 2025Q2: 381 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $40K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 44 shares; 2026Q1: 125 shares 125 $39.8K 0.01% +81 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; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,940 shares; 2025Q1: 1,908 shares; 2025Q2: 2,043 shares; 2025Q3: 1,955 shares; 2025Q4: 1,913 shares; 2026Q1: 1,905 shares 1,905 $39.4K 0.01% -8 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; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 893 shares; 2025Q1: 729 shares; 2025Q2: 1,606 shares; 2025Q3: 1,136 shares; 2025Q4: 1,037 shares; 2026Q1: 1,512 shares 1,512 $38.6K 0.01% +475 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 594 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 468 shares 468 $37.2K 0.01% -38 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,280 shares; 2026Q1: 1,287 shares 1,287 $37K 0.01% +7 Timeline CONY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 1,338 shares 1,338 $35.2K 0.01% -15 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,158 shares; 2025Q3: 2,334 shares; 2025Q4: 2,308 shares; 2026Q1: 1,433 shares 1,433 $32.6K 0.01% -875 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 161 shares; 2026Q1: 128 shares 128 $32.5K 0.01% -33 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 140 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 223 shares 223 $32.4K 0.01% +37 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; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 99 shares; 2025Q1: 89 shares; 2025Q2: 423 shares; 2025Q3: 349 shares; 2025Q4: 389 shares; 2026Q1: 620 shares 620 $31.9K 0.01% +231 Timeline VIVO VIVOPOWER PLC More: the full row for VIVOPOWER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,754 shares; 2026Q1: 13,789 shares 13,789 $31.7K 0.01% +3,035 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 30 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 314 shares 314 $31.4K 0.01% +48 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; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $30.2K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 254 shares 254 $30.1K 0.01% +41 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,473 shares; 2025Q1: 4,257 shares; 2025Q2: 4,182 shares; 2025Q3: 1,068 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $29.9K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 200 shares; 2025Q4: 303 shares; 2026Q1: 132 shares 132 $28.9K 0.01% -171 Timeline ULTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 924 shares 924 $28.3K 0.01% -26 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,205 shares; 2025Q1: 933 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 398 shares 398 $27.9K 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; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,196 shares 1,196 $27.8K 0.01% -54 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,274 shares; 2026Q1: 1,271 shares 1,271 $27.1K 0.01% -3 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 340 shares; 2026Q1: 345 shares 345 $27.1K 0.01% +5 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; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,759 shares; 2025Q4: 1,714 shares; 2026Q1: 1,694 shares 1,694 $26.1K 0.01% -20 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,728 shares; 2025Q1: 2,414 shares; 2025Q2: 2,418 shares; 2025Q3: 2,277 shares; 2025Q4: 2,171 shares; 2026Q1: 2,174 shares 2,174 $26K 0.01% +3 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; 2024Q2: restricted; 2024Q3: 22,375 shares; 2024Q4: 22,375 shares; 2025Q1: 20,110 shares; 2025Q2: 20,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $24.4K 0.01% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 2,657 shares; 2025Q1: 1,928 shares; 2025Q2: 1,771 shares; 2025Q3: 1,140 shares; 2025Q4: 586 shares; 2026Q1: 481 shares 481 $23.4K 0.01% -105 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares; 2026Q1: 682 shares 682 $22.5K 0.01% +434 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 594 shares 594 $21.5K 0.01% +397 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 422 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $21.2K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 88 shares; 2025Q3: not reported; 2025Q4: 501 shares; 2026Q1: 535 shares 535 $20.5K 0.01% +34 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $20.4K 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; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 784 shares; 2025Q2: 746 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 712 shares 712 $20.3K 0.01% -8 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 904 shares 904 $19.4K 0.01% +250 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $19.1K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 192 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 469 shares; 2025Q4: 427 shares; 2026Q1: 349 shares 349 $18.6K 0.01% -78 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 237 shares 237 $18.1K 0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $17.6K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 119 shares; 2025Q1: 8 shares; 2025Q2: 108 shares; 2025Q3: 92 shares; 2025Q4: 250 shares; 2026Q1: 187 shares 187 $17.6K 0.01% -63 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 149 shares 149 $17.3K 0.01% -71 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 238 shares; 2025Q1: 279 shares; 2025Q2: 380 shares; 2025Q3: 282 shares; 2025Q4: 272 shares; 2026Q1: 142 shares 142 $16.8K 0.01% -130 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126 shares; 2026Q1: 182 shares 182 $16.5K <0.01% +56 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $16.2K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: 306 shares; 2025Q4: 261 shares; 2026Q1: 195 shares 195 $16.2K <0.01% -66 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $16K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 201 shares; 2025Q4: 186 shares; 2026Q1: 135 shares 135 $15.9K <0.01% -51 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 207 shares; 2025Q4: 203 shares; 2026Q1: 109 shares 109 $15.8K <0.01% -94 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $15.7K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 789 shares; 2026Q1: 789 shares 789 $15.6K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 69 shares 69 $15.5K <0.01% +2 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; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $15K <0.01% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148 shares 148 $14.5K <0.01% new Timeline XYZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 545 shares 545 $14.1K <0.01% -19 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; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 3,937 shares; 2025Q1: 2,424 shares; 2025Q2: 1,815 shares; 2025Q3: 575 shares; 2025Q4: 549 shares; 2026Q1: 519 shares 519 $13.7K <0.01% -30 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 87 shares 87 $13.5K <0.01% -106 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 74 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 41 shares; 2026Q1: 45 shares 45 $13.4K <0.01% +4 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: 719 shares; 2026Q1: 337 shares 337 $13.3K <0.01% -382 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; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $12.6K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 423 shares; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $12.4K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $11.9K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $10.8K <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; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 154 shares; 2026Q1: 107 shares 107 $10.4K <0.01% -47 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 465 shares; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $10.2K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $9.96K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $9.54K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 173 shares 173 $9.44K <0.01% -149 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95 shares; 2026Q1: 139 shares 139 $9.29K <0.01% +44 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $9.05K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.01K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 1,714 shares; 2025Q1: 1,649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 108 shares 108 $8.94K <0.01% -19 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 33 shares 33 $8.49K <0.01% +6 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; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $8.48K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 398 shares; 2025Q1: 459 shares; 2025Q2: 4,388 shares; 2025Q3: 358 shares; 2025Q4: 315 shares; 2026Q1: 87 shares 87 $8.3K <0.01% -228 Timeline GLIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 187 shares 187 $7.58K <0.01% +32 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 701 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,002 shares; 2025Q4: 1,334 shares; 2026Q1: 311 shares 311 $7.25K <0.01% -1,023 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $7.01K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 385 shares; 2026Q1: 302 shares 302 $6.99K <0.01% -83 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; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.99K <0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $6.72K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 54 shares; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 1,176 shares; 2026Q1: 209 shares 209 $6.38K <0.01% -967 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; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 368 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 340 shares; 2026Q1: 337 shares 337 $6.1K <0.01% -3 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 50 shares 50 $6K <0.01% +12 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 114 shares; 2025Q1: 125 shares; 2025Q2: 71 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 101 shares 101 $5.98K <0.01% +56 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; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $5.53K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $5.49K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 62 shares; 2025Q1: 47 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares 121 $5.14K <0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 115 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $5.13K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $4.68K <0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 110 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 112 shares 112 $4.54K <0.01% +9 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $4.53K <0.01% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 311 shares; 2025Q1: 339 shares; 2025Q2: 181 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $4.43K <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; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 91 shares 91 $4.08K <0.01% +4 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $3.96K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $3.58K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $3.39K <0.01% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $3.37K <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; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 48 shares 48 $3.31K <0.01% +19 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $3.26K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 66 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $3.2K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 38 shares 38 $3.01K <0.01% +4 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.42K <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; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $2.4K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 20 shares 20 $2.32K <0.01% -4 Timeline YBIT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $2.23K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $2.05K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $2.04K <0.01% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.95K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 150 shares; 2025Q1: 65 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $1.86K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 308 shares; 2025Q1: 118 shares; 2025Q2: 161 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $1.83K <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; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 186 shares; 2025Q1: 14 shares; 2025Q2: 4,134 shares; 2025Q3: 9 shares; 2025Q4: 4,918 shares; 2026Q1: 18 shares 18 $1.81K <0.01% -4,900 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.75K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 29 shares 29 $1.72K <0.01% -5 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 661 shares; 2025Q4: 689 shares; 2026Q1: 36 shares 36 $1.68K <0.01% -653 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 45 shares 45 $1.62K <0.01% -25 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $1.48K <0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $1.47K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $1.47K <0.01% 0 Timeline XTWY BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $1.32K <0.01% 0 Timeline 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; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $1.26K <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; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.25K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 438 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $1.15K <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; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.12K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $1.11K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $1.06K <0.01% 0 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29 $959 <0.01% new Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $941 <0.01% new Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $893 <0.01% new Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares 22 $857 <0.01% new Timeline 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; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 34 shares 34 $847 <0.01% +4 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $817 <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $692 <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 138 shares; 2025Q2: 78 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $666 <0.01% 0 Timeline OARK TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $609 <0.01% 0 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $608 <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $591 <0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 1,685 shares; 2025Q1: 1,370 shares; 2025Q2: 1,141 shares; 2025Q3: 580 shares; 2025Q4: 12 shares; 2026Q1: 13 shares 13 $568 <0.01% +1 Timeline AIYY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $427 <0.01% 0 Timeline MRNY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $427 <0.01% 0 Timeline AMDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $313 <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $273 <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; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 7 shares 7 $201 <0.01% -66 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $57 <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; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 85 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $43 <0.01% 0 Timeline