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; 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; 2026Q1: 1,238,146 shares 1,238,146 $44M 8.88% +111,191 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; 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; 2026Q1: 905,261 shares 905,261 $41.7M 8.42% +31,186 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; 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; 2026Q1: 431,428 shares 431,428 $28.8M 5.82% +18,561 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,045 shares; 2024Q4: 343,408 shares; 2025Q1: 384,890 shares; 2025Q2: 411,797 shares; 2025Q3: 417,763 shares; 2025Q4: 449,273 shares; 2026Q1: 464,137 shares 464,137 $26.3M 5.31% +14,864 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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; 2026Q1: 1,033,196 shares 1,033,196 $25.6M 5.17% -80,808 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,949 shares; 2024Q4: 510,279 shares; 2025Q1: 592,667 shares; 2025Q2: 620,041 shares; 2025Q3: 587,946 shares; 2025Q4: 531,532 shares; 2026Q1: 510,992 shares 510,992 $24.9M 5.03% -20,540 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; 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; 2026Q1: 660,984 shares 660,984 $24.6M 4.96% +14,458 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,895 shares; 2024Q4: 392,166 shares; 2025Q1: 437,601 shares; 2025Q2: 456,314 shares; 2025Q3: 466,018 shares; 2025Q4: 474,840 shares; 2026Q1: 488,665 shares 488,665 $19.3M 3.89% +13,825 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; 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; 2026Q1: 3,474,655 shares 3,474,655 $17.7M 3.58% +3,080,389 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,027 shares; 2024Q4: 627,638 shares; 2025Q1: 662,145 shares; 2025Q2: 694,744 shares; 2025Q3: 720,213 shares; 2025Q4: 769,882 shares; 2026Q1: 811,389 shares 811,389 $17M 3.43% +41,507 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,062 shares; 2024Q4: 159,056 shares; 2025Q1: 169,338 shares; 2025Q2: 184,640 shares; 2025Q3: 185,633 shares; 2025Q4: 188,894 shares; 2026Q1: 194,940 shares 194,940 $16.5M 3.33% +6,046 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,468 shares; 2024Q4: 166,656 shares; 2025Q1: 173,836 shares; 2025Q2: 176,967 shares; 2025Q3: 177,134 shares; 2025Q4: 179,445 shares; 2026Q1: 181,918 shares 181,918 $12.4M 2.51% +2,473 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; 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; 2026Q1: 161,690 shares 161,690 $11.9M 2.41% +7,960 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,278 shares; 2024Q4: 158,790 shares; 2025Q1: 175,145 shares; 2025Q2: 180,288 shares; 2025Q3: 183,255 shares; 2025Q4: 188,783 shares; 2026Q1: 191,559 shares 191,559 $9.97M 2.01% +2,776 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; 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; 2026Q1: 112,518 shares 112,518 $8.52M 1.72% +3,314 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,412 shares; 2025Q4: 973,505 shares; 2026Q1: 1,082,412 shares 1,082,412 $8.19M 1.65% +108,907 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; 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; 2026Q1: 105,061 shares 105,061 $7.72M 1.56% +3,025 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; 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; 2026Q1: 97,152 shares 97,152 $7.55M 1.52% +2,773 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,082 shares; 2024Q4: 25,769 shares; 2025Q1: 25,704 shares; 2025Q2: 26,944 shares; 2025Q3: 26,562 shares; 2025Q4: 29,689 shares; 2026Q1: 29,683 shares 29,683 $7.53M 1.52% -6 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,014 shares; 2024Q4: 576,134 shares; 2025Q1: 366,739 shares; 2025Q2: 396,163 shares; 2025Q3: 383,548 shares; 2025Q4: 366,732 shares; 2026Q1: 370,346 shares 370,346 $6.34M 1.28% +3,614 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,065 shares; 2024Q4: 167,920 shares; 2025Q1: 158,719 shares; 2025Q2: 166,630 shares; 2025Q3: 157,934 shares; 2025Q4: 158,509 shares; 2026Q1: 157,014 shares 157,014 $5.68M 1.15% -1,495 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,709 shares; 2024Q4: 119,579 shares; 2025Q1: 120,303 shares; 2025Q2: 113,280 shares; 2025Q3: 112,277 shares; 2025Q4: 111,595 shares; 2026Q1: 110,508 shares 110,508 $5.2M 1.05% -1,087 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; 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; 2026Q1: 186,384 shares 186,384 $4.67M 0.94% +814 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,930 shares; 2025Q1: 8,824 shares; 2025Q2: 9,638 shares; 2025Q3: 9,669 shares; 2025Q4: 12,042 shares; 2026Q1: 12,189 shares 12,189 $4.51M 0.91% +147 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,486 shares; 2026Q1: 156,845 shares 156,845 $4.11M 0.83% +104,359 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,676 shares; 2024Q4: 14,293 shares; 2025Q1: 14,183 shares; 2025Q2: 23,131 shares; 2025Q3: 20,829 shares; 2025Q4: 21,291 shares; 2026Q1: 21,553 shares 21,553 $3.66M 0.74% +262 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,085 shares; 2024Q4: 42,151 shares; 2025Q1: 48,797 shares; 2025Q2: 60,443 shares; 2025Q3: 61,687 shares; 2025Q4: 62,750 shares; 2026Q1: 63,821 shares 63,821 $3.54M 0.72% +1,071 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,145 shares; 2025Q1: 5,938 shares; 2025Q2: 5,528 shares; 2025Q3: 5,476 shares; 2025Q4: 5,435 shares; 2026Q1: 5,503 shares 5,503 $3.18M 0.64% +68 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 8,077 shares; 2025Q1: 8,157 shares; 2025Q2: 8,398 shares; 2025Q3: 8,004 shares; 2025Q4: 10,459 shares; 2026Q1: 10,223 shares 10,223 $3.16M 0.64% -236 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,643 shares; 2024Q4: 126,549 shares; 2025Q1: 116,997 shares; 2025Q2: 119,047 shares; 2025Q3: 118,129 shares; 2025Q4: 108,867 shares; 2026Q1: 108,882 shares 108,882 $3.16M 0.64% +15 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; 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; 2026Q1: 256,097 shares 256,097 $3.11M 0.63% +22,921 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; 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; 2026Q1: 59,967 shares 59,967 $3.01M 0.61% +1,774 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,595 shares; 2025Q1: 6,547 shares; 2025Q2: 7,000 shares; 2025Q3: 7,012 shares; 2025Q4: 8,927 shares; 2026Q1: 9,136 shares 9,136 $2.62M 0.53% +209 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 8,439 shares; 2025Q1: 8,490 shares; 2025Q2: 9,322 shares; 2025Q3: 9,425 shares; 2025Q4: 13,944 shares; 2026Q1: 13,927 shares 13,927 $2.43M 0.49% -17 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; 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; 2026Q1: 18,462 shares 18,462 $2.42M 0.49% +1,055 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,753 shares; 2025Q1: 3,781 shares; 2025Q2: 3,544 shares; 2025Q3: 3,560 shares; 2025Q4: 3,652 shares; 2026Q1: 3,550 shares 3,550 $2.31M 0.47% -102 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,801 shares; 2024Q4: 11,190 shares; 2025Q1: 11,300 shares; 2025Q2: 11,535 shares; 2025Q3: 11,522 shares; 2025Q4: 8,952 shares; 2026Q1: 9,464 shares 9,464 $2.29M 0.46% +512 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,030 shares; 2024Q4: 8,698 shares; 2025Q1: 8,445 shares; 2025Q2: 7,894 shares; 2025Q3: 7,830 shares; 2025Q4: 7,830 shares; 2026Q1: 7,822 shares 7,822 $1.83M 0.37% -8 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,576 shares; 2024Q4: 52,843 shares; 2025Q1: 53,837 shares; 2025Q2: 54,458 shares; 2025Q3: 51,881 shares; 2025Q4: 41,815 shares; 2026Q1: 38,808 shares 38,808 $1.74M 0.35% -3,007 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; 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; 2026Q1: 85,374 shares 85,374 $1.72M 0.35% -439 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,404 shares; 2024Q4: 32,599 shares; 2025Q1: 36,376 shares; 2025Q2: 36,658 shares; 2025Q3: 38,079 shares; 2025Q4: 38,965 shares; 2026Q1: 39,222 shares 39,222 $1.71M 0.35% +257 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,517 shares; 2025Q1: 3,803 shares; 2025Q2: 4,354 shares; 2025Q3: 4,124 shares; 2025Q4: 4,504 shares; 2026Q1: 4,538 shares 4,538 $1.69M 0.34% +34 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,700 shares; 2025Q1: 5,757 shares; 2025Q2: 5,828 shares; 2025Q3: 5,818 shares; 2025Q4: 8,026 shares; 2026Q1: 7,828 shares 7,828 $1.63M 0.33% -198 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,639 shares; 2025Q1: 4,671 shares; 2025Q2: 4,726 shares; 2025Q3: 4,715 shares; 2025Q4: 5,115 shares; 2026Q1: 5,135 shares 5,135 $1.51M 0.31% +20 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,235 shares; 2025Q3: 71,638 shares; 2025Q4: 109,754 shares; 2026Q1: 107,967 shares 107,967 $1.47M 0.3% -1,787 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; 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; 2026Q1: 25,283 shares 25,283 $1.42M 0.29% -33 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 20,257 shares; 2025Q4: 67,056 shares; 2026Q1: 67,366 shares 67,366 $1.39M 0.28% +310 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,959 shares; 2025Q1: 4,030 shares; 2025Q2: 4,268 shares; 2025Q3: 4,284 shares; 2025Q4: 3,928 shares; 2026Q1: 4,087 shares 4,087 $1.34M 0.27% +159 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 668 shares; 2025Q1: 877 shares; 2025Q2: 1,615 shares; 2025Q3: 1,594 shares; 2025Q4: 1,739 shares; 2026Q1: 1,866 shares 1,866 $1.32M 0.27% +127 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,537 shares; 2024Q4: 40,094 shares; 2025Q1: 40,094 shares; 2025Q2: 33,537 shares; 2025Q3: 37,544 shares; 2025Q4: 38,063 shares; 2026Q1: 38,063 shares 38,063 $1.29M 0.26% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 8,710 shares; 2025Q1: 8,927 shares; 2025Q2: 9,233 shares; 2025Q3: 8,947 shares; 2025Q4: 8,697 shares; 2026Q1: 9,086 shares 9,086 $1.27M 0.26% +389 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 6,392 shares; 2025Q1: 6,459 shares; 2025Q2: 6,624 shares; 2025Q3: 6,455 shares; 2025Q4: 7,146 shares; 2026Q1: 7,472 shares 7,472 $1.24M 0.25% +326 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 4,030 shares; 2025Q1: 4,044 shares; 2025Q2: 4,460 shares; 2025Q3: 4,461 shares; 2025Q4: 5,047 shares; 2026Q1: 5,536 shares 5,536 $1.2M 0.24% +489 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 14,834 shares; 2025Q1: 15,422 shares; 2025Q2: 16,513 shares; 2025Q3: 15,907 shares; 2025Q4: 16,917 shares; 2026Q1: 17,965 shares 17,965 $1.19M 0.24% +1,048 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; 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; 2026Q1: 10,629 shares 10,629 $1.17M 0.24% -4 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; 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; 2026Q1: 19,560 shares 19,560 $1.15M 0.23% +44 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; 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; 2026Q1: 55,735 shares 55,735 $1.14M 0.23% -193 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,924 shares; 2025Q1: 3,700 shares; 2025Q2: 4,186 shares; 2025Q3: 4,157 shares; 2025Q4: 4,406 shares; 2026Q1: 4,639 shares 4,639 $1.13M 0.23% +233 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; 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; 2026Q1: 6,955 shares 6,955 $1.13M 0.23% +295 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 8,529 shares; 2025Q1: 8,779 shares; 2025Q2: 9,480 shares; 2025Q3: 9,366 shares; 2025Q4: 10,188 shares; 2026Q1: 11,146 shares 11,146 $1.08M 0.22% +958 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 1,109 shares; 2025Q1: 1,097 shares; 2025Q2: 1,362 shares; 2025Q3: 1,280 shares; 2025Q4: 2,207 shares; 2026Q1: 2,194 shares 2,194 $1.05M 0.21% -13 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; 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; 2026Q1: 12,204 shares 12,204 $971K 0.2% +914 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 4,195 shares; 2025Q1: 4,204 shares; 2025Q2: 6,622 shares; 2025Q3: 6,624 shares; 2025Q4: 7,085 shares; 2026Q1: 7,118 shares 7,118 $885K 0.18% +33 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,138 shares; 2025Q1: 1,154 shares; 2025Q2: 1,165 shares; 2025Q3: 1,168 shares; 2025Q4: 1,027 shares; 2026Q1: 1,031 shares 1,031 $872K 0.18% +4 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,264 shares; 2026Q1: 8,280 shares 8,280 $833K 0.17% +16 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,235 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,196 shares 2,196 $807K 0.16% +36 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 2,250 shares; 2026Q1: 2,251 shares 2,251 $761K 0.15% +1 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,894 shares; 2025Q2: 4,894 shares; 2025Q3: 4,894 shares; 2025Q4: 4,894 shares; 2026Q1: 4,894 shares 4,894 $709K 0.14% 0 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; 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; 2026Q1: 5,891 shares 5,891 $709K 0.14% +366 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 10,083 shares; 2025Q1: 11,164 shares; 2025Q2: 11,268 shares; 2025Q3: 11,391 shares; 2025Q4: 11,549 shares; 2026Q1: 11,625 shares 11,625 $695K 0.14% +76 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,495 shares; 2024Q4: 10,595 shares; 2025Q1: 9,928 shares; 2025Q2: 9,963 shares; 2025Q3: 6,487 shares; 2025Q4: 6,510 shares; 2026Q1: 6,529 shares 6,529 $692K 0.14% +19 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; 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; 2026Q1: 13,390 shares 13,390 $671K 0.14% +70 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,330 shares; 2024Q4: 25,342 shares; 2025Q1: 24,994 shares; 2025Q2: 24,663 shares; 2025Q3: 16,305 shares; 2025Q4: 16,149 shares; 2026Q1: 16,406 shares 16,406 $666K 0.13% +257 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; 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; 2026Q1: 36,575 shares 36,575 $656K 0.13% -7 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,887 shares; 2025Q3: 3,403 shares; 2025Q4: 2,841 shares; 2026Q1: 2,541 shares 2,541 $637K 0.13% -300 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; 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; 2026Q1: 57,401 shares 57,401 $633K 0.13% +1,789 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; 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; 2026Q1: 57,605 shares 57,605 $627K 0.13% +406 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 523 shares; 2025Q1: 558 shares; 2025Q2: 563 shares; 2025Q3: 518 shares; 2025Q4: 1,060 shares; 2026Q1: 1,044 shares 1,044 $598K 0.12% -16 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; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 682 shares; 2025Q1: 684 shares; 2025Q2: 689 shares; 2025Q3: 688 shares; 2025Q4: 616 shares; 2026Q1: 617 shares 617 $553K 0.11% +1 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,884 shares; 2025Q1: 3,884 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 4,356 shares; 2026Q1: 4,356 shares 4,356 $535K 0.11% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,059 shares; 2025Q1: 3,882 shares; 2025Q2: 3,945 shares; 2025Q3: 4,249 shares; 2025Q4: 6,663 shares; 2026Q1: 6,639 shares 6,639 $515K 0.1% -24 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; 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; 2026Q1: 5,782 shares 5,782 $475K 0.1% -4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $445K 0.09% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,681 shares 12,681 $427K 0.09% new 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; 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; 2026Q1: 6,498 shares 6,498 $407K 0.08% +12 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,342 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 929 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $405K 0.08% 0 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; 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; 2026Q1: 7,284 shares 7,284 $397K 0.08% -480 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,298 shares; 2025Q1: 1,424 shares; 2025Q2: 1,130 shares; 2025Q3: 1,263 shares; 2025Q4: 1,348 shares; 2026Q1: 1,349 shares 1,349 $383K 0.08% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,215 shares; 2025Q4: 3,448 shares; 2026Q1: 3,470 shares 3,470 $381K 0.08% +22 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: not reported; 2025Q4: 2,999 shares; 2026Q1: 3,047 shares 3,047 $379K 0.08% +48 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $378K 0.08% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares; 2026Q1: 3,799 shares 3,799 $369K 0.07% 0 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; 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; 2026Q1: 10,692 shares 10,692 $368K 0.07% +51 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 318 shares; 2025Q1: 319 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $360K 0.07% 0 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; 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; 2026Q1: 18,815 shares 18,815 $357K 0.07% +42 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 899 shares; 2025Q1: 872 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 1,229 shares; 2026Q1: 1,243 shares 1,243 $357K 0.07% +14 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares; 2026Q1: 2,658 shares 2,658 $352K 0.07% +8 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 4 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,719 shares; 2026Q1: 1,724 shares 1,724 $338K 0.07% +5 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 811 shares; 2025Q1: 814 shares; 2025Q2: 817 shares; 2025Q3: 820 shares; 2025Q4: 1,086 shares; 2026Q1: 1,088 shares 1,088 $338K 0.07% +2 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 13,210 shares; 2025Q1: 13,414 shares; 2025Q2: 13,586 shares; 2025Q3: 13,788 shares; 2025Q4: 11,545 shares; 2026Q1: 11,716 shares 11,716 $337K 0.07% +171 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,477 shares; 2025Q3: 23,179 shares; 2025Q4: 19,338 shares; 2026Q1: 17,294 shares 17,294 $334K 0.07% -2,044 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; 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; 2026Q1: 10,570 shares 10,570 $333K 0.07% +81 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 381 shares 381 $332K 0.07% +25 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 826 shares; 2025Q1: 652 shares; 2025Q2: 603 shares; 2025Q3: 623 shares; 2025Q4: 662 shares; 2026Q1: 662 shares 662 $331K 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares 736 $321K 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,757 shares; 2026Q1: 4,841 shares 4,841 $310K 0.06% +84 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares; 2026Q1: 1,430 shares 1,430 $306K 0.06% +10 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; 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; 2026Q1: 1,573 shares 1,573 $305K 0.06% +10 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,033 shares; 2025Q3: 5,219 shares; 2025Q4: 4,627 shares; 2026Q1: 4,175 shares 4,175 $304K 0.06% -452 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares; 2025Q4: 6,849 shares; 2026Q1: 6,849 shares 6,849 $302K 0.06% 0 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; 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; 2026Q1: 6,780 shares 6,780 $292K 0.06% +22 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 2,730 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $289K 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,291 shares; 2025Q2: 1,372 shares; 2025Q3: 1,458 shares; 2025Q4: 1,694 shares; 2026Q1: 1,798 shares 1,798 $288K 0.06% +104 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; 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; 2026Q1: 2,719 shares 2,719 $264K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,914 shares; 2025Q2: 2,998 shares; 2025Q3: 1,777 shares; 2025Q4: 1,744 shares; 2026Q1: 1,783 shares 1,783 $261K 0.05% +39 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 3,075 shares; 2025Q3: 3,087 shares; 2025Q4: 3,290 shares; 2026Q1: 3,365 shares 3,365 $256K 0.05% +75 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743 shares; 2026Q1: 2,746 shares 2,746 $255K 0.05% +3 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; 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; 2026Q1: 8,384 shares 8,384 $253K 0.05% +16 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 8,096 shares; 2025Q1: 8,105 shares; 2025Q2: 8,105 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,711 shares 2,711 $251K 0.05% +6 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,351 shares; 2024Q4: 13,326 shares; 2025Q1: 13,416 shares; 2025Q2: 9,724 shares; 2025Q3: 9,720 shares; 2025Q4: 9,754 shares; 2026Q1: 9,782 shares 9,782 $251K 0.05% +28 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 581 shares 581 $250K 0.05% +42 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 7,600 shares; 2025Q1: 7,669 shares; 2025Q2: 7,938 shares; 2025Q3: 7,818 shares; 2025Q4: 7,897 shares; 2026Q1: 7,963 shares 7,963 $244K 0.05% +66 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475 shares; 2025Q4: not reported; 2026Q1: 3,401 shares 3,401 $243K 0.05% new 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; 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; 2026Q1: 5,275 shares 5,275 $242K 0.05% -8 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,308 shares; 2025Q4: not reported; 2026Q1: 1,172 shares 1,172 $242K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,029 shares; 2026Q1: 1,032 shares 1,032 $237K 0.05% +3 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: 661 shares 661 $236K 0.05% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,961 shares; 2025Q1: 4,967 shares; 2025Q2: 4,974 shares; 2025Q3: 4,978 shares; 2025Q4: 4,982 shares; 2026Q1: 4,987 shares 4,987 $226K 0.05% +5 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,283 shares; 2024Q4: 19,403 shares; 2025Q1: 19,403 shares; 2025Q2: 19,403 shares; 2025Q3: 19,477 shares; 2025Q4: 19,698 shares; 2026Q1: 20,143 shares 20,143 $222K 0.04% +445 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; 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; 2026Q1: 2,017 shares 2,017 $217K 0.04% +7 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 788 shares 788 $215K 0.04% +1 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; 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; 2026Q1: 3,382 shares 3,382 $209K 0.04% +11 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,930 shares; 2025Q4: 4,264 shares; 2026Q1: 4,272 shares 4,272 $208K 0.04% +8 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 1,687 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares 1,626 $204K 0.04% 0 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; 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; 2026Q1: 2,066 shares 2,066 $191K 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338 shares; 2025Q1: 303 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 312 shares; 2026Q1: 305 shares 305 $182K 0.04% -7 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; 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; 2026Q1: 7,268 shares 7,268 $181K 0.04% +75 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,568 shares; 2025Q4: 23,465 shares; 2026Q1: 23,718 shares 23,718 $179K 0.04% +253 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 770 shares; 2025Q1: 800 shares; 2025Q2: 772 shares; 2025Q3: 879 shares; 2025Q4: 774 shares; 2026Q1: 812 shares 812 $156K 0.03% +38 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 219 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 1,027 shares; 2026Q1: 1,131 shares 1,131 $150K 0.03% +104 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; 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; 2026Q1: 3,000 shares 3,000 $149K 0.03% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,838 shares; 2025Q4: 1,083 shares; 2026Q1: 1,369 shares 1,369 $149K 0.03% +286 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares 2,288 $146K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 654 shares; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares 658 $144K 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; 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; 2026Q1: 1,186 shares 1,186 $143K 0.03% 0 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; 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; 2026Q1: 13,145 shares 13,145 $141K 0.03% +251 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $129K 0.03% 0 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; 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; 2026Q1: 13,580 shares 13,580 $129K 0.03% +301 Timeline YEAR 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; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 7,947 shares; 2025Q1: 7,947 shares; 2025Q2: 793,289 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,512 shares 2,512 $127K 0.03% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 457 shares; 2025Q1: 459 shares; 2025Q2: 460 shares; 2025Q3: 462 shares; 2025Q4: 778 shares; 2026Q1: 780 shares 780 $126K 0.03% +2 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares 1,346 $126K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares 3,280 $117K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $109K 0.02% 0 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; 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; 2026Q1: 2,686 shares 2,686 $108K 0.02% -3,215 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; 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; 2026Q1: 2,309 shares 2,309 $108K 0.02% -15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,025 shares; 2025Q1: 1,029 shares; 2025Q2: 1,257 shares; 2025Q3: 1,260 shares; 2025Q4: 2,180 shares; 2026Q1: 2,186 shares 2,186 $108K 0.02% +6 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,906 shares; 2025Q3: 1,910 shares; 2025Q4: 1,916 shares; 2026Q1: 1,920 shares 1,920 $106K 0.02% +4 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $105K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716 $104K 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; 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; 2026Q1: 1,576 shares 1,576 $95.2K 0.02% +2 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; 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; 2026Q1: 3,717 shares 3,717 $95K 0.02% -735 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $92.3K 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; 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; 2026Q1: 2,000 shares 2,000 $91.9K 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; 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; 2026Q1: 1,990 shares 1,990 $88.8K 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; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 1,417 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares 1,713 $86.6K 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; 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; 2026Q1: 2,000 shares 2,000 $86.2K 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; 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; 2026Q1: 1,990 shares 1,990 $85.7K 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; 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; 2026Q1: 2,000 shares 2,000 $85.4K 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; 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; 2026Q1: 1,768 shares 1,768 $85.4K 0.02% +2 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares 1,980 $84.2K 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; 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; 2026Q1: 1,990 shares 1,990 $83.2K 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; 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; 2026Q1: 1,990 shares 1,990 $81.3K 0.02% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $80.2K 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; 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; 2026Q1: 2,000 shares 2,000 $79.6K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $75.9K 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; 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; 2026Q1: 16,309 shares 16,309 $75.5K 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,479 shares; 2026Q1: 3,479 shares 3,479 $75.5K 0.02% 0 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; 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; 2026Q1: 1,800 shares 1,800 $71.9K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 274 shares; 2025Q4: 968 shares; 2026Q1: 1,113 shares 1,113 $68.2K 0.01% +145 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 816 shares; 2025Q4: 812 shares; 2026Q1: 1,196 shares 1,196 $67.7K 0.01% +384 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $65.8K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 1,275 shares 1,275 $64.5K 0.01% +296 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $60.2K 0.01% 0 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; 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; 2026Q1: 3,179 shares 3,179 $59.8K 0.01% +27 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,093 shares; 2025Q1: 1,133 shares; 2025Q2: 993 shares; 2025Q3: 1,003 shares; 2025Q4: 1,013 shares; 2026Q1: 1,023 shares 1,023 $51K 0.01% +10 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares 862 $45K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 180 shares; 2025Q1: 166 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 407 shares; 2026Q1: 408 shares 408 $44.5K 0.01% +1 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 875 shares; 2025Q1: 880 shares; 2025Q2: 888 shares; 2025Q3: 895 shares; 2025Q4: 906 shares; 2026Q1: 911 shares 911 $44.4K 0.01% +5 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; 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; 2026Q1: 1,962 shares 1,962 $42K 0.01% +21 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,316 shares; 2025Q1: 2,327 shares; 2025Q2: 1,133 shares; 2025Q3: 885 shares; 2025Q4: 881 shares; 2026Q1: 889 shares 889 $38.8K 0.01% +8 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 604 shares; 2025Q2: 606 shares; 2025Q3: 607 shares; 2025Q4: 609 shares; 2026Q1: 611 shares 611 $37.5K 0.01% +2 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; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $36.3K 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; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 173 shares; 2025Q1: 182 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $35.6K 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; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 639 shares; 2025Q1: 653 shares; 2025Q2: 666 shares; 2025Q3: 433 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $31.8K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 3,045 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares 89 $31.7K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 114 shares; 2025Q2: 214 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 216 shares 216 $31.7K 0.01% +1 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,525 shares 10,525 $30.7K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 282 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 277 shares 277 $30.3K 0.01% -8 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 496 shares; 2026Q1: 499 shares 499 $29.7K 0.01% +3 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,686 shares; 2026Q1: 12,400 shares 12,400 $25.2K 0.01% -286 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 113 shares 113 $23.2K <0.01% +1 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $23.1K <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; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 306 shares; 2025Q1: 295 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $23K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 217 shares 217 $21.4K <0.01% +1 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; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 920 shares; 2025Q1: 928 shares; 2025Q2: 902 shares; 2025Q3: 909 shares; 2025Q4: 914 shares; 2026Q1: 922 shares 922 $20.5K <0.01% +8 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 4,543 shares; 2025Q1: 5,276 shares; 2025Q2: 575 shares; 2025Q3: 130 shares; 2025Q4: 132 shares; 2026Q1: 783 shares 783 $18.2K <0.01% +651 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; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 296 shares; 2025Q1: 302 shares; 2025Q2: 288 shares; 2025Q3: 290 shares; 2025Q4: 291 shares; 2026Q1: 293 shares 293 $17.6K <0.01% +2 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 275 shares; 2025Q3: 277 shares; 2025Q4: 282 shares; 2026Q1: 283 shares 283 $17.6K <0.01% +1 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; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 332 shares; 2025Q1: 344 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 347 shares 347 $17K <0.01% +294 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; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 218 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 206 shares; 2025Q4: 207 shares; 2026Q1: 208 shares 208 $15.8K <0.01% +1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $14.9K <0.01% new 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; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $14.7K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 297 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $14.5K <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; 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; 2026Q1: 10,000 shares 10,000 $14.2K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 179 shares; 2026Q1: 180 shares 180 $13.8K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $12.6K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 895 shares; 2025Q1: 983 shares; 2025Q2: 733 shares; 2025Q3: 428 shares; 2025Q4: 430 shares; 2026Q1: 431 shares 431 $12.5K <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; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 786 shares; 2025Q1: 804 shares; 2025Q2: 629 shares; 2025Q3: 636 shares; 2025Q4: 645 shares; 2026Q1: 652 shares 652 $12.4K <0.01% +7 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 226 shares; 2025Q4: 230 shares; 2026Q1: 231 shares 231 $12.3K <0.01% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 49 shares 49 $12.2K <0.01% +11 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; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 204 shares; 2025Q1: 215 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 246 shares 246 $11.5K <0.01% +241 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; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $11.1K <0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 187 shares; 2025Q1: 167 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $10.9K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 448 shares; 2025Q1: 453 shares; 2025Q2: 457 shares; 2025Q3: 462 shares; 2025Q4: 467 shares; 2026Q1: 472 shares 472 $10.1K <0.01% +5 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares 87 $9.69K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $8.61K <0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,753 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 124 shares 124 $8.4K <0.01% +70 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $8.3K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $7.75K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $7.43K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $7.29K <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; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 1 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $7.29K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $7.25K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares 57 $7.12K <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; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 57 shares 57 $6.17K <0.01% +1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $5.91K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $5.68K <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; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 301 shares; 2025Q1: 365 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 194 shares 194 $5.15K <0.01% +180 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $4.94K <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; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 103 shares; 2025Q1: 245 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $4.6K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $4.56K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $3.64K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $3.6K <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; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 149 shares; 2025Q1: 151 shares; 2025Q2: 154 shares; 2025Q3: 157 shares; 2025Q4: 159 shares; 2026Q1: 162 shares 162 $3.58K <0.01% +3 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $3.57K <0.01% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares 94 $3.34K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 94 shares; 2025Q2: 159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $3.2K <0.01% new 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; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 221 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 116 shares 116 $3.17K <0.01% +1 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 285 shares; 2025Q1: 436 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $2.82K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 74 shares 74 $2.14K <0.01% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.04K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $2K <0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $1.94K <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; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 8 shares 8 $1.9K <0.01% +7 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; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 290 shares; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $1.86K <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; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 206 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $1.85K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $1.79K <0.01% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 325 shares; 2025Q1: 363 shares; 2025Q2: 78 shares; 2025Q3: 79 shares; 2025Q4: 80 shares; 2026Q1: 81 shares 81 $1.74K <0.01% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $1.65K <0.01% new 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; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $1.63K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $1.61K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.59K <0.01% 0 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 27 shares; 2025Q1: 51 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $1.48K <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; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.41K <0.01% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,816 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $1.38K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $1.27K <0.01% new 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; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $1.19K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $920 <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; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 2,164 shares; 2025Q1: 2,304 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $917 <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; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $907 <0.01% 0 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; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 758 shares; 2025Q1: 840 shares; 2025Q2: 31 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $887 <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; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 911 shares; 2025Q1: 1,103 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $849 <0.01% 0 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; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 68 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 40 shares 40 $830 <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; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 614 shares; 2025Q1: 678 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 33 shares 33 $702 <0.01% +19 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 555 shares; 2025Q1: 663 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $645 <0.01% 0 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; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 162 shares; 2025Q1: 175 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $268 <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; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 322 shares; 2025Q1: 348 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $174 <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; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 86 shares; 2025Q1: 92 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 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; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $149 <0.01% 0 Timeline