SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 488,481 shares; 2025Q2: 471,586 shares; 2025Q3: 849,417 shares; 2025Q4: 1,126,955 shares 1,126,955 $40.5M 8.6% +277,538 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,900 shares; 2024Q4: 560,081 shares; 2025Q1: 633,754 shares; 2025Q2: 656,341 shares; 2025Q3: 791,276 shares; 2025Q4: 874,075 shares 874,075 $40.5M 8.6% +82,799 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711,853 shares; 2024Q4: 2,057,359 shares; 2025Q1: 2,216,317 shares; 2025Q2: 805,495 shares; 2025Q3: 1,068,478 shares; 2025Q4: 1,114,004 shares 1,114,004 $28M 5.96% +45,526 Timeline JMEE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,088 shares; 2024Q4: 335,962 shares; 2025Q1: 365,501 shares; 2025Q2: 387,521 shares; 2025Q3: 392,621 shares; 2025Q4: 412,867 shares 412,867 $26.6M 5.65% +20,246 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,949 shares; 2024Q4: 510,279 shares; 2025Q1: 592,667 shares; 2025Q2: 620,041 shares; 2025Q3: 587,946 shares; 2025Q4: 531,532 shares 531,532 $26.1M 5.55% -56,414 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,045 shares; 2024Q4: 343,408 shares; 2025Q1: 384,890 shares; 2025Q2: 411,797 shares; 2025Q3: 417,763 shares; 2025Q4: 449,273 shares 449,273 $25.7M 5.47% +31,510 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,308 shares; 2024Q4: 523,281 shares; 2025Q1: 557,906 shares; 2025Q2: 569,440 shares; 2025Q3: 604,838 shares; 2025Q4: 646,526 shares 646,526 $24.3M 5.16% +41,688 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,895 shares; 2024Q4: 392,166 shares; 2025Q1: 437,601 shares; 2025Q2: 456,314 shares; 2025Q3: 466,018 shares; 2025Q4: 474,840 shares 474,840 $18.2M 3.87% +8,822 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,062 shares; 2024Q4: 159,056 shares; 2025Q1: 169,338 shares; 2025Q2: 184,640 shares; 2025Q3: 185,633 shares; 2025Q4: 188,894 shares 188,894 $17.5M 3.73% +3,261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,027 shares; 2024Q4: 627,638 shares; 2025Q1: 662,145 shares; 2025Q2: 694,744 shares; 2025Q3: 720,213 shares; 2025Q4: 769,882 shares 769,882 $15.8M 3.36% +49,669 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,468 shares; 2024Q4: 166,656 shares; 2025Q1: 173,836 shares; 2025Q2: 176,967 shares; 2025Q3: 177,134 shares; 2025Q4: 179,445 shares 179,445 $12.5M 2.65% +2,311 Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,665 shares; 2024Q4: 123,369 shares; 2025Q1: 131,844 shares; 2025Q2: 141,695 shares; 2025Q3: 148,491 shares; 2025Q4: 153,730 shares 153,730 $12M 2.56% +5,239 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,278 shares; 2024Q4: 158,790 shares; 2025Q1: 175,145 shares; 2025Q2: 180,288 shares; 2025Q3: 183,255 shares; 2025Q4: 188,783 shares 188,783 $9.25M 1.97% +5,528 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,109 shares; 2024Q4: 94,711 shares; 2025Q1: 100,405 shares; 2025Q2: 103,408 shares; 2025Q3: 105,373 shares; 2025Q4: 109,204 shares 109,204 $8.18M 1.74% +3,831 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,082 shares; 2024Q4: 25,769 shares; 2025Q1: 25,704 shares; 2025Q2: 26,944 shares; 2025Q3: 26,562 shares; 2025Q4: 29,689 shares 29,689 $8.07M 1.72% +3,127 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,237 shares; 2024Q4: 91,197 shares; 2025Q1: 96,002 shares; 2025Q2: 99,167 shares; 2025Q3: 100,079 shares; 2025Q4: 102,036 shares 102,036 $7.93M 1.69% +1,957 Timeline HIDV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,911 shares; 2024Q4: 82,739 shares; 2025Q1: 86,721 shares; 2025Q2: 90,459 shares; 2025Q3: 92,110 shares; 2025Q4: 94,379 shares 94,379 $7.61M 1.62% +2,269 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,412 shares; 2025Q4: 973,505 shares 973,505 $7.34M 1.56% +813,093 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,014 shares; 2024Q4: 576,134 shares; 2025Q1: 366,739 shares; 2025Q2: 396,163 shares; 2025Q3: 383,548 shares; 2025Q4: 366,732 shares 366,732 $6.49M 1.38% -16,816 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,065 shares; 2024Q4: 167,920 shares; 2025Q1: 158,719 shares; 2025Q2: 166,630 shares; 2025Q3: 157,934 shares; 2025Q4: 158,509 shares 158,509 $5.99M 1.27% +575 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,930 shares; 2025Q1: 8,824 shares; 2025Q2: 9,638 shares; 2025Q3: 9,669 shares; 2025Q4: 12,042 shares 12,042 $5.82M 1.24% +2,373 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,709 shares; 2024Q4: 119,579 shares; 2025Q1: 120,303 shares; 2025Q2: 113,280 shares; 2025Q3: 112,277 shares; 2025Q4: 111,595 shares 111,595 $5.14M 1.09% -682 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,289 shares; 2024Q4: 187,005 shares; 2025Q1: 201,100 shares; 2025Q2: 198,318 shares; 2025Q3: 191,146 shares; 2025Q4: 185,570 shares 185,570 $4.66M 0.99% -5,576 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,085 shares; 2024Q4: 42,151 shares; 2025Q1: 48,797 shares; 2025Q2: 60,443 shares; 2025Q3: 61,687 shares; 2025Q4: 62,750 shares 62,750 $3.65M 0.78% +1,063 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 8,077 shares; 2025Q1: 8,157 shares; 2025Q2: 8,398 shares; 2025Q3: 8,004 shares; 2025Q4: 10,459 shares 10,459 $3.62M 0.77% +2,455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,145 shares; 2025Q1: 5,938 shares; 2025Q2: 5,528 shares; 2025Q3: 5,476 shares; 2025Q4: 5,435 shares 5,435 $3.34M 0.71% -41 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,662 shares; 2024Q4: 39,081 shares; 2025Q1: 50,066 shares; 2025Q2: 71,377 shares; 2025Q3: 129,938 shares; 2025Q4: 233,176 shares 233,176 $2.87M 0.61% +103,238 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,595 shares; 2025Q1: 6,547 shares; 2025Q2: 7,000 shares; 2025Q3: 7,012 shares; 2025Q4: 8,927 shares 8,927 $2.8M 0.6% +1,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,643 shares; 2024Q4: 126,549 shares; 2025Q1: 116,997 shares; 2025Q2: 119,047 shares; 2025Q3: 118,129 shares; 2025Q4: 108,867 shares 108,867 $2.7M 0.57% -9,262 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,801 shares; 2024Q4: 11,190 shares; 2025Q1: 11,300 shares; 2025Q2: 11,535 shares; 2025Q3: 11,522 shares; 2025Q4: 8,952 shares 8,952 $2.65M 0.56% -2,570 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 8,439 shares; 2025Q1: 8,490 shares; 2025Q2: 9,322 shares; 2025Q3: 9,425 shares; 2025Q4: 13,944 shares 13,944 $2.6M 0.55% +4,519 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,676 shares; 2024Q4: 14,293 shares; 2025Q1: 14,183 shares; 2025Q2: 23,131 shares; 2025Q3: 20,829 shares; 2025Q4: 21,291 shares 21,291 $2.56M 0.54% +462 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,753 shares; 2025Q1: 3,781 shares; 2025Q2: 3,544 shares; 2025Q3: 3,560 shares; 2025Q4: 3,652 shares 3,652 $2.49M 0.53% +92 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,506,513 shares; 2024Q4: 3,451,786 shares; 2025Q1: 2,228,898 shares; 2025Q2: 2,070,702 shares; 2025Q3: 454,715 shares; 2025Q4: 394,266 shares 394,266 $2.48M 0.53% -60,449 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,109 shares; 2024Q4: 57,684 shares; 2025Q1: 57,817 shares; 2025Q2: 60,053 shares; 2025Q3: 59,001 shares; 2025Q4: 58,193 shares 58,193 $2.37M 0.5% -808 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,698 shares; 2025Q1: 8,445 shares; 2025Q2: 7,894 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares 7,830 $2.11M 0.45% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,271 shares; 2024Q4: 14,756 shares; 2025Q1: 14,985 shares; 2025Q2: 15,531 shares; 2025Q3: 16,867 shares; 2025Q4: 17,407 shares 17,407 $2.04M 0.43% +540 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,517 shares; 2025Q1: 3,803 shares; 2025Q2: 4,354 shares; 2025Q3: 4,124 shares; 2025Q4: 4,504 shares 4,504 $2.03M 0.43% +380 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,367 shares; 2024Q4: 79,182 shares; 2025Q1: 92,527 shares; 2025Q2: 92,941 shares; 2025Q3: 97,567 shares; 2025Q4: 85,813 shares 85,813 $1.98M 0.42% -11,754 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,576 shares; 2024Q4: 52,843 shares; 2025Q1: 53,837 shares; 2025Q2: 54,458 shares; 2025Q3: 51,881 shares; 2025Q4: 41,815 shares 41,815 $1.92M 0.41% -10,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,700 shares; 2025Q1: 5,757 shares; 2025Q2: 5,828 shares; 2025Q3: 5,818 shares; 2025Q4: 8,026 shares 8,026 $1.85M 0.39% +2,208 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,639 shares; 2025Q1: 4,671 shares; 2025Q2: 4,726 shares; 2025Q3: 4,715 shares; 2025Q4: 5,115 shares 5,115 $1.65M 0.35% +400 Timeline FXO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 26,578 shares; 2025Q1: 26,842 shares; 2025Q2: 25,337 shares; 2025Q3: 25,167 shares; 2025Q4: 25,316 shares 25,316 $1.53M 0.32% +149 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,235 shares; 2025Q3: 71,638 shares; 2025Q4: 109,754 shares 109,754 $1.49M 0.32% +38,116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,404 shares; 2024Q4: 32,599 shares; 2025Q1: 36,376 shares; 2025Q2: 36,658 shares; 2025Q3: 38,079 shares; 2025Q4: 38,965 shares 38,965 $1.48M 0.31% +886 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,486 shares 52,486 $1.4M 0.3% new Timeline SCIO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 20,257 shares; 2025Q4: 67,056 shares 67,056 $1.39M 0.3% +46,799 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,959 shares; 2025Q1: 4,030 shares; 2025Q2: 4,268 shares; 2025Q3: 4,284 shares; 2025Q4: 3,928 shares 3,928 $1.35M 0.29% -356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 40,094 shares; 2025Q1: 40,094 shares; 2025Q2: 33,537 shares; 2025Q3: 37,544 shares; 2025Q4: 38,063 shares 38,063 $1.3M 0.28% +519 Timeline FXH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 11,580 shares; 2025Q1: 11,624 shares; 2025Q2: 10,885 shares; 2025Q3: 10,859 shares; 2025Q4: 10,633 shares 10,633 $1.21M 0.26% -226 Timeline BKLN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,987 shares; 2024Q4: 57,108 shares; 2025Q1: 58,454 shares; 2025Q2: 57,195 shares; 2025Q3: 55,704 shares; 2025Q4: 55,928 shares 55,928 $1.17M 0.25% +224 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 4,030 shares; 2025Q1: 4,044 shares; 2025Q2: 4,460 shares; 2025Q3: 4,461 shares; 2025Q4: 5,047 shares 5,047 $1.15M 0.25% +586 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,392 shares; 2025Q1: 6,459 shares; 2025Q2: 6,624 shares; 2025Q3: 6,455 shares; 2025Q4: 7,146 shares 7,146 $1.15M 0.24% +691 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,763 shares; 2024Q4: 6,284 shares; 2025Q1: 6,421 shares; 2025Q2: 6,948 shares; 2025Q3: 6,687 shares; 2025Q4: 6,660 shares 6,660 $1.14M 0.24% -27 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,293 shares; 2024Q4: 19,522 shares; 2025Q1: 20,137 shares; 2025Q2: 20,187 shares; 2025Q3: 19,449 shares; 2025Q4: 19,516 shares 19,516 $1.13M 0.24% +67 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 1,109 shares; 2025Q1: 1,097 shares; 2025Q2: 1,362 shares; 2025Q3: 1,280 shares; 2025Q4: 2,207 shares 2,207 $1.11M 0.24% +927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 8,710 shares; 2025Q1: 8,927 shares; 2025Q2: 9,233 shares; 2025Q3: 8,947 shares; 2025Q4: 8,697 shares 8,697 $1.07M 0.23% -250 Timeline JTEK 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 2,264 shares; 2025Q1: 2,841 shares; 2025Q2: 11,098 shares; 2025Q3: 11,688 shares; 2025Q4: 11,290 shares 11,290 $1.02M 0.22% -398 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 668 shares; 2025Q1: 877 shares; 2025Q2: 1,615 shares; 2025Q3: 1,594 shares; 2025Q4: 1,739 shares 1,739 $996K 0.21% +145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 14,834 shares; 2025Q1: 15,422 shares; 2025Q2: 16,513 shares; 2025Q3: 15,907 shares; 2025Q4: 16,917 shares 16,917 $975K 0.21% +1,010 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,924 shares; 2025Q1: 3,700 shares; 2025Q2: 4,186 shares; 2025Q3: 4,157 shares; 2025Q4: 4,406 shares 4,406 $912K 0.19% +249 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,138 shares; 2025Q1: 1,154 shares; 2025Q2: 1,165 shares; 2025Q3: 1,168 shares; 2025Q4: 1,027 shares 1,027 $903K 0.19% -141 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,235 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares 2,160 $892K 0.19% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 8,529 shares; 2025Q1: 8,779 shares; 2025Q2: 9,480 shares; 2025Q3: 9,366 shares; 2025Q4: 10,188 shares 10,188 $888K 0.19% +822 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,264 shares 8,264 $801K 0.17% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,195 shares; 2025Q1: 4,204 shares; 2025Q2: 6,622 shares; 2025Q3: 6,624 shares; 2025Q4: 7,085 shares 7,085 $789K 0.17% +461 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 523 shares; 2025Q1: 558 shares; 2025Q2: 563 shares; 2025Q3: 518 shares; 2025Q4: 1,060 shares 1,060 $700K 0.15% +542 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 10,083 shares; 2025Q1: 11,164 shares; 2025Q2: 11,268 shares; 2025Q3: 11,391 shares; 2025Q4: 11,549 shares 11,549 $692K 0.15% +158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,894 shares; 2025Q2: 4,894 shares; 2025Q3: 4,894 shares; 2025Q4: 4,894 shares 4,894 $691K 0.15% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 2,250 shares 2,250 $684K 0.15% +501 Timeline IFLN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,169 shares; 2024Q4: 41,354 shares; 2025Q1: 42,307 shares; 2025Q2: 40,384 shares; 2025Q3: 38,011 shares; 2025Q4: 36,582 shares 36,582 $680K 0.14% -1,429 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,495 shares; 2024Q4: 10,595 shares; 2025Q1: 9,928 shares; 2025Q2: 9,963 shares; 2025Q3: 6,487 shares; 2025Q4: 6,510 shares 6,510 $678K 0.14% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,330 shares; 2024Q4: 25,342 shares; 2025Q1: 24,994 shares; 2025Q2: 24,663 shares; 2025Q3: 16,305 shares; 2025Q4: 16,149 shares 16,149 $676K 0.14% -156 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 11,352 shares; 2025Q1: 12,763 shares; 2025Q2: 13,034 shares; 2025Q3: 13,179 shares; 2025Q4: 13,320 shares 13,320 $669K 0.14% +141 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,300 shares; 2024Q4: 63,507 shares; 2025Q1: 65,169 shares; 2025Q2: 63,227 shares; 2025Q3: 64,970 shares; 2025Q4: 55,612 shares 55,612 $655K 0.14% -9,358 Timeline PGX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,817 shares; 2024Q4: 63,293 shares; 2025Q1: 64,820 shares; 2025Q2: 61,042 shares; 2025Q3: 58,263 shares; 2025Q4: 57,199 shares 57,199 $643K 0.14% -1,064 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,732 shares; 2025Q1: 5,578 shares; 2025Q2: 4,831 shares; 2025Q3: 4,444 shares; 2025Q4: 5,525 shares 5,525 $582K 0.12% +1,081 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 3,884 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 4,356 shares 4,356 $571K 0.12% +472 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 682 shares; 2025Q1: 684 shares; 2025Q2: 689 shares; 2025Q3: 688 shares; 2025Q4: 616 shares 616 $541K 0.12% -72 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,887 shares; 2025Q3: 3,403 shares; 2025Q4: 2,841 shares 2,841 $524K 0.11% -562 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,059 shares; 2025Q1: 3,882 shares; 2025Q2: 3,945 shares; 2025Q3: 4,249 shares; 2025Q4: 6,663 shares 6,663 $513K 0.11% +2,414 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,342 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 929 shares; 2025Q4: 1,340 shares 1,340 $470K 0.1% +411 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,050 shares; 2025Q1: 7,119 shares; 2025Q2: 6,455 shares; 2025Q3: 6,467 shares; 2025Q4: 6,486 shares 6,486 $463K 0.1% +19 Timeline FDM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 6,258 shares; 2025Q1: 6,301 shares; 2025Q2: 5,735 shares; 2025Q3: 5,758 shares; 2025Q4: 5,786 shares 5,786 $461K 0.1% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares 411 $442K 0.09% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares 722 $436K 0.09% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,298 shares; 2025Q1: 1,424 shares; 2025Q2: 1,130 shares; 2025Q3: 1,263 shares; 2025Q4: 1,348 shares 1,348 $415K 0.09% +85 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,246 shares; 2024Q4: 5,556 shares; 2025Q1: 8,306 shares; 2025Q2: 8,744 shares; 2025Q3: 7,764 shares; 2025Q4: 7,764 shares 7,764 $400K 0.09% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 899 shares; 2025Q1: 872 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 1,229 shares 1,229 $385K 0.08% +354 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 826 shares; 2025Q1: 652 shares; 2025Q2: 603 shares; 2025Q3: 623 shares; 2025Q4: 662 shares 662 $378K 0.08% +39 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares 3,799 $365K 0.08% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,609 shares; 2024Q4: 14,842 shares; 2025Q1: 17,937 shares; 2025Q2: 17,978 shares; 2025Q3: 18,018 shares; 2025Q4: 18,773 shares 18,773 $364K 0.08% +755 Timeline IDLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 10,777 shares; 2025Q1: 10,905 shares; 2025Q2: 10,237 shares; 2025Q3: 10,332 shares; 2025Q4: 10,641 shares 10,641 $361K 0.08% +309 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: not reported; 2025Q4: 2,999 shares 2,999 $360K 0.08% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares 736 $359K 0.08% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares 2,650 $349K 0.07% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares; 2025Q4: 3,448 shares 3,448 $344K 0.07% +233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 13,210 shares; 2025Q1: 13,414 shares; 2025Q2: 13,586 shares; 2025Q3: 13,788 shares; 2025Q4: 11,545 shares 11,545 $344K 0.07% -2,243 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 811 shares; 2025Q1: 814 shares; 2025Q2: 817 shares; 2025Q3: 820 shares; 2025Q4: 1,086 shares 1,086 $332K 0.07% +266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 4 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,719 shares 1,719 $328K 0.07% -4 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,594 shares; 2024Q4: 10,152 shares; 2025Q1: 10,227 shares; 2025Q2: 10,329 shares; 2025Q3: 10,407 shares; 2025Q4: 10,489 shares 10,489 $327K 0.07% +82 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,477 shares; 2025Q3: 23,179 shares; 2025Q4: 19,338 shares 19,338 $319K 0.07% -3,841 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,291 shares; 2025Q2: 1,372 shares; 2025Q3: 1,458 shares; 2025Q4: 1,694 shares 1,694 $312K 0.07% +236 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 318 shares; 2025Q1: 319 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 361 shares 361 $311K 0.07% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,914 shares; 2025Q2: 2,998 shares; 2025Q3: 1,777 shares; 2025Q4: 1,744 shares 1,744 $310K 0.07% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,757 shares 4,757 $297K 0.06% -30 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 2,730 shares; 2025Q4: 2,718 shares 2,718 $291K 0.06% -12 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,661 shares; 2025Q1: 6,623 shares; 2025Q2: 6,708 shares; 2025Q3: 6,726 shares; 2025Q4: 6,758 shares 6,758 $290K 0.06% +32 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,033 shares; 2025Q3: 5,219 shares; 2025Q4: 4,627 shares 4,627 $278K 0.06% -592 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,484 shares; 2025Q1: 1,490 shares; 2025Q2: 1,501 shares; 2025Q3: 1,511 shares; 2025Q4: 1,563 shares 1,563 $271K 0.06% +52 Timeline RSPH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,209 shares; 2024Q4: 8,224 shares; 2025Q1: 8,321 shares; 2025Q2: 8,337 shares; 2025Q3: 8,354 shares; 2025Q4: 8,368 shares 8,368 $267K 0.06% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 13,326 shares; 2025Q1: 13,416 shares; 2025Q2: 9,724 shares; 2025Q3: 9,720 shares; 2025Q4: 9,754 shares 9,754 $262K 0.06% +34 Timeline FYC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,992 shares; 2025Q1: 3,003 shares; 2025Q2: 2,737 shares; 2025Q3: 2,739 shares; 2025Q4: 2,719 shares 2,719 $261K 0.06% -20 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,658 shares; 2025Q1: 6,630 shares; 2025Q2: 6,623 shares; 2025Q3: 6,501 shares; 2025Q4: 5,283 shares 5,283 $260K 0.06% -1,218 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 773 shares 773 $255K 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 8,096 shares; 2025Q1: 8,105 shares; 2025Q2: 8,105 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares 2,705 $255K 0.05% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,283 shares; 2024Q4: 19,403 shares; 2025Q1: 19,403 shares; 2025Q2: 19,403 shares; 2025Q3: 19,477 shares; 2025Q4: 19,698 shares 19,698 $254K 0.05% +221 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares; 2025Q4: 6,849 shares 6,849 $253K 0.05% -1,296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares 1,420 $243K 0.05% new Timeline XDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 5,901 shares; 2025Q2: 5,901 shares; 2025Q3: 5,901 shares; 2025Q4: 5,901 shares 5,901 $241K 0.05% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: 1,626 shares 1,626 $238K 0.05% -61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,930 shares; 2025Q4: 4,264 shares 4,264 $234K 0.05% +334 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares 356 $233K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 3,075 shares; 2025Q3: 3,087 shares; 2025Q4: 3,290 shares 3,290 $230K 0.05% +203 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,460 shares; 2025Q1: 2,465 shares; 2025Q2: 2,004 shares; 2025Q3: 2,007 shares; 2025Q4: 2,010 shares 2,010 $229K 0.05% +3 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,961 shares; 2025Q1: 4,967 shares; 2025Q2: 4,974 shares; 2025Q3: 4,978 shares; 2025Q4: 4,982 shares 4,982 $227K 0.05% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares 1,029 $226K 0.05% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares 787 $225K 0.05% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743 shares 2,743 $220K 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 7,600 shares; 2025Q1: 7,669 shares; 2025Q2: 7,938 shares; 2025Q3: 7,818 shares; 2025Q4: 7,897 shares 7,897 $217K 0.05% +79 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares 539 $214K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares 661 $211K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 303 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 312 shares 312 $196K 0.04% -5 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,067 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,066 shares; 2025Q4: 2,066 shares 2,066 $192K 0.04% 0 Timeline FYT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,737 shares; 2025Q1: 3,757 shares; 2025Q2: 3,455 shares; 2025Q3: 3,468 shares; 2025Q4: 3,371 shares 3,371 $191K 0.04% -97 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,568 shares; 2025Q4: 23,465 shares 23,465 $190K 0.04% -1,103 Timeline GTOS INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,930 shares; 2025Q1: 7,051 shares; 2025Q2: 7,142 shares; 2025Q3: 7,114 shares; 2025Q4: 7,193 shares 7,193 $181K 0.04% +79 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares 2,288 $156K 0.03% 0 Timeline FDEC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $154K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 770 shares; 2025Q1: 800 shares; 2025Q2: 772 shares; 2025Q3: 879 shares; 2025Q4: 774 shares 774 $148K 0.03% -105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 219 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 1,027 shares 1,027 $148K 0.03% +728 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,903 shares; 2024Q4: 26,375 shares; 2025Q1: 26,875 shares; 2025Q2: 23,591 shares; 2025Q3: 24,126 shares; 2025Q4: 12,894 shares 12,894 $146K 0.03% -11,232 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 12,179 shares; 2025Q1: 12,441 shares; 2025Q2: 12,721 shares; 2025Q3: 12,984 shares; 2025Q4: 13,279 shares 13,279 $145K 0.03% +295 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 654 shares; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 658 shares; 2025Q4: 658 shares 658 $141K 0.03% 0 Timeline PDP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,187 shares; 2025Q4: 1,186 shares 1,186 $138K 0.03% -1 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 401 shares 401 $134K 0.03% +241 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 457 shares; 2025Q1: 459 shares; 2025Q2: 460 shares; 2025Q3: 462 shares; 2025Q4: 778 shares 778 $121K 0.03% +316 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,025 shares; 2025Q1: 1,029 shares; 2025Q2: 1,257 shares; 2025Q3: 1,260 shares; 2025Q4: 2,180 shares 2,180 $119K 0.03% +920 Timeline SDFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280 shares 3,280 $117K 0.02% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,519 shares; 2025Q1: 1,711 shares; 2025Q2: 1,745 shares; 2025Q3: 1,980 shares; 2025Q4: 4,452 shares 4,452 $117K 0.02% +2,472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares 408 $114K 0.02% 0 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,838 shares; 2025Q4: 1,083 shares 1,083 $113K 0.02% -755 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,906 shares; 2025Q3: 1,910 shares; 2025Q4: 1,916 shares 1,916 $110K 0.02% +6 Timeline RPG 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares 2,324 $108K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 502 shares 502 $106K 0.02% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 716 shares 716 $99.6K 0.02% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,564 shares; 2025Q1: 1,566 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,574 shares 1,574 $99.1K 0.02% +3 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $94K 0.02% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $92.9K 0.02% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares 1,990 $89.4K 0.02% 0 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $87.8K 0.02% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares 1,990 $87K 0.02% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $86.5K 0.02% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 1,417 shares; 2025Q4: 1,713 shares 1,713 $86.5K 0.02% +296 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares 1,980 $85.9K 0.02% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares 1,990 $83.3K 0.02% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares 1,990 $83.1K 0.02% 0 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,250 shares; 2025Q1: 1,759 shares; 2025Q2: 1,761 shares; 2025Q3: 1,763 shares; 2025Q4: 1,766 shares 1,766 $83K 0.02% +3 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $81.4K 0.02% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 16,309 shares; 2025Q1: 16,309 shares; 2025Q2: 16,309 shares; 2025Q3: 16,309 shares; 2025Q4: 16,309 shares 16,309 $79.3K 0.02% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $78.2K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares 251 $75.8K 0.02% 0 Timeline SDVD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,479 shares 3,479 $74.7K 0.02% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $71.3K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 357 shares 357 $63.3K 0.01% -3 Timeline PCEF 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 3,134 shares; 2025Q4: 3,152 shares 3,152 $62.7K 0.01% +18 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 599 shares 599 $60.1K 0.01% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,093 shares; 2025Q1: 1,133 shares; 2025Q2: 993 shares; 2025Q3: 1,003 shares; 2025Q4: 1,013 shares 1,013 $50.6K 0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares 979 $49.5K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 180 shares; 2025Q1: 166 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 407 shares 407 $48.6K 0.01% +203 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 812 shares 812 $46.1K 0.01% -4 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 875 shares; 2025Q1: 880 shares; 2025Q2: 888 shares; 2025Q3: 895 shares; 2025Q4: 906 shares 906 $44.5K 0.01% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 274 shares; 2025Q4: 968 shares 968 $43.3K 0.01% +694 Timeline PEY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,851 shares; 2025Q1: 1,870 shares; 2025Q2: 1,893 shares; 2025Q3: 1,916 shares; 2025Q4: 1,941 shares 1,941 $39.6K 0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,316 shares; 2025Q1: 2,327 shares; 2025Q2: 1,133 shares; 2025Q3: 885 shares; 2025Q4: 881 shares 881 $39K 0.01% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 604 shares; 2025Q2: 606 shares; 2025Q3: 607 shares; 2025Q4: 609 shares 609 $38.5K 0.01% +2 Timeline SERA SERA PROGNOSTICS INC More: the full row for SERA PROGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,686 shares 12,686 $37.4K 0.01% +286 Timeline SKYY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 282 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $37.1K 0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares 375 $36.7K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 173 shares; 2025Q1: 182 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares 177 $36.6K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 114 shares; 2025Q2: 214 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $33.4K 0.01% 0 Timeline SPLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 639 shares; 2025Q1: 653 shares; 2025Q2: 666 shares; 2025Q3: 433 shares; 2025Q4: 434 shares 434 $31K 0.01% +1 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 496 shares 496 $30.1K 0.01% +3 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,525 shares; 2024Q4: 10,525 shares; 2025Q1: 10,525 shares; 2025Q2: 10,525 shares; 2025Q3: 10,525 shares; 2025Q4: 10,525 shares 10,525 $26K 0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares 141 $25.3K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $23.5K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 306 shares; 2025Q1: 295 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 247 shares 247 $22.8K <0.01% +1 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $22.3K <0.01% 0 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $20.7K <0.01% 0 Timeline PID 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 920 shares; 2025Q1: 928 shares; 2025Q2: 902 shares; 2025Q3: 909 shares; 2025Q4: 914 shares 914 $20.1K <0.01% +5 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 275 shares; 2025Q3: 277 shares; 2025Q4: 282 shares 282 $17.1K <0.01% +5 Timeline XSVM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 296 shares; 2025Q1: 302 shares; 2025Q2: 288 shares; 2025Q3: 290 shares; 2025Q4: 291 shares 291 $16.6K <0.01% +1 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares 101 $15.6K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 179 shares 179 $14.4K <0.01% -50 Timeline RSPN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 297 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 251 shares 251 $14.2K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares 114 $13.4K <0.01% 0 Timeline FXZ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 218 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 206 shares; 2025Q4: 207 shares 207 $13.4K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 786 shares; 2025Q1: 804 shares; 2025Q2: 629 shares; 2025Q3: 636 shares; 2025Q4: 645 shares 645 $12.4K <0.01% +9 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 226 shares; 2025Q4: 230 shares 230 $12.4K <0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 895 shares; 2025Q1: 983 shares; 2025Q2: 733 shares; 2025Q3: 428 shares; 2025Q4: 430 shares 430 $12.3K <0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 187 shares; 2025Q1: 167 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 116 shares 116 $11.2K <0.01% +1 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 358 shares 358 $10.4K <0.01% +235 Timeline DEED 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 448 shares; 2025Q1: 453 shares; 2025Q2: 457 shares; 2025Q3: 462 shares; 2025Q4: 467 shares 467 $10.1K <0.01% +5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares 38 $9.35K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 17 shares 17 $8.05K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares 65 $7.92K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares 94 $7.75K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares 103 $7.71K <0.01% +1 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $6.99K <0.01% 0 Timeline FPXI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 118 shares 118 $6.98K <0.01% new Timeline JPUS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares 56 $6.94K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 56 shares 56 $6.2K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares 35 $5.91K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares 55 $5.63K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 103 shares; 2025Q1: 245 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $4.77K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 32 shares 32 $4.76K <0.01% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares 46 $4.72K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares 67 $3.96K <0.01% 0 Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 154 shares; 2025Q3: 157 shares; 2025Q4: 159 shares 159 $3.61K <0.01% +2 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,753 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: not reported; 2025Q4: 54 shares 54 $3.58K <0.01% new Timeline FXR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $3.52K <0.01% 0 Timeline GOVI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 221 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 115 shares 115 $3.17K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 4,543 shares; 2025Q1: 5,276 shares; 2025Q2: 575 shares; 2025Q3: 130 shares; 2025Q4: 132 shares 132 $3.08K <0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 285 shares; 2025Q1: 436 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $2.88K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 332 shares; 2025Q1: 344 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 53 shares 53 $2.39K <0.01% +2 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 73 shares 73 $2.14K <0.01% +1 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $2.12K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 23 shares 23 $2.03K <0.01% new Timeline KNCT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $1.88K <0.01% 0 Timeline PSCC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 290 shares; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 59 shares 59 $1.83K <0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 325 shares; 2025Q1: 363 shares; 2025Q2: 78 shares; 2025Q3: 79 shares; 2025Q4: 80 shares 80 $1.74K <0.01% +1 Timeline PSCH 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39 $1.72K <0.01% 0 Timeline FXU 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 206 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares 37 $1.67K <0.01% 0 Timeline EELV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 58 shares 58 $1.58K <0.01% +1 Timeline XMLV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $1.56K <0.01% 0 Timeline CRPT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares 103 $1.54K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 27 shares; 2025Q1: 51 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $1.49K <0.01% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares 30 $1.41K <0.01% +1 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,816 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 50 shares; 2025Q4: 51 shares 51 $1.38K <0.01% +1 Timeline FXN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares 80 $1.31K <0.01% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares 18 $927 <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 2,164 shares; 2025Q1: 2,304 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 37 shares 37 $890 <0.01% +1 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 758 shares; 2025Q1: 840 shares; 2025Q2: 31 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32 $864 <0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 23 shares 23 $850 <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 911 shares; 2025Q1: 1,103 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 35 shares 35 $847 <0.01% +1 Timeline PCY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 68 shares; 2025Q3: 39 shares; 2025Q4: 39 shares 39 $847 <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 555 shares; 2025Q1: 663 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $722 <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 301 shares; 2025Q1: 365 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares 14 $361 <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 614 shares; 2025Q1: 678 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 14 shares 14 $284 <0.01% +1 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 162 shares; 2025Q1: 175 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 12 shares 12 $269 <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $253 <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 204 shares; 2025Q1: 215 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $244 <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 322 shares; 2025Q1: 348 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $173 <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 86 shares; 2025Q1: 92 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $158 <0.01% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $151 <0.01% 0 Timeline KBWY 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 61 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 2 shares 2 $24 <0.01% -10 Timeline