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: not loaded; 2024Q4: 27,456 shares; 2025Q1: 40,848 shares; 2025Q2: 42,647 shares; 2025Q3: 42,848 shares; 2025Q4: 43,162 shares; 2026Q1: 44,835 shares 44,835 $5.57M 11.48% +1,673 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,743 shares 95,743 $4.33M 8.91% new Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,600 shares; 2025Q3: 56,389 shares; 2025Q4: 76,905 shares; 2026Q1: 90,985 shares 90,985 $2.28M 4.7% +14,080 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,547 shares; 2025Q1: 48,547 shares; 2025Q2: 48,547 shares; 2025Q3: 48,547 shares; 2025Q4: 49,590 shares; 2026Q1: 25,199 shares 25,199 $1.8M 3.72% -24,391 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,879 shares; 2025Q1: 12,952 shares; 2025Q2: 17,285 shares; 2025Q3: 16,644 shares; 2025Q4: 17,197 shares; 2026Q1: 18,655 shares 18,655 $1.78M 3.67% +1,458 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,146 shares 70,146 $1.74M 3.59% new Timeline IWY 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 loaded; 2024Q4: 3,123 shares; 2025Q1: 3,376 shares; 2025Q2: 4,850 shares; 2025Q3: 5,396 shares; 2025Q4: 6,019 shares; 2026Q1: 6,856 shares 6,856 $1.71M 3.52% +837 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,845 shares 57,845 $1.36M 2.81% new Timeline ZROZ 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 loaded; 2024Q4: 15,197 shares; 2025Q1: 15,147 shares; 2025Q2: 8,740 shares; 2025Q3: 12,429 shares; 2025Q4: 12,753 shares; 2026Q1: 21,267 shares 21,267 $1.36M 2.81% +8,514 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,413 shares; 2025Q1: 44,290 shares; 2025Q2: 49,157 shares; 2025Q3: 31,037 shares; 2025Q4: 46,682 shares; 2026Q1: 48,757 shares 48,757 $1.28M 2.64% +2,075 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,219 shares; 2025Q1: 11,238 shares; 2025Q2: 9,186 shares; 2025Q3: 8,814 shares; 2025Q4: 9,096 shares; 2026Q1: 9,615 shares 9,615 $1.14M 2.35% +519 Timeline IWX 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 loaded; 2024Q4: 5,577 shares; 2025Q1: 6,045 shares; 2025Q2: 7,174 shares; 2025Q3: 8,437 shares; 2025Q4: 10,665 shares; 2026Q1: 11,771 shares 11,771 $1.09M 2.25% +1,106 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,538 shares; 2025Q1: 59,474 shares; 2025Q2: 59,474 shares; 2025Q3: 59,474 shares; 2025Q4: 59,474 shares; 2026Q1: 30,368 shares 30,368 $1.08M 2.22% -29,106 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,599 shares 41,599 $1.04M 2.14% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,072 shares; 2025Q1: 13,823 shares; 2025Q2: 14,135 shares; 2025Q3: 11,944 shares; 2025Q4: 15,123 shares; 2026Q1: 17,573 shares 17,573 $1.02M 2.11% +2,450 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 loaded; 2024Q4: 14,092 shares; 2025Q1: 15,004 shares; 2025Q2: 17,804 shares; 2025Q3: 15,529 shares; 2025Q4: 20,194 shares; 2026Q1: 9,516 shares 9,516 $1.01M 2.08% -10,678 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 loaded; 2024Q4: 9,168 shares; 2025Q1: 12,403 shares; 2025Q2: 12,894 shares; 2025Q3: 10,742 shares; 2025Q4: 12,610 shares; 2026Q1: 12,518 shares 12,518 $931K 1.92% -92 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,681 shares; 2025Q1: 5,889 shares; 2025Q2: 7,436 shares; 2025Q3: 10,677 shares; 2025Q4: 14,368 shares; 2026Q1: 12,975 shares 12,975 $905K 1.86% -1,393 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,874 shares; 2025Q1: 6,729 shares; 2025Q2: 6,850 shares; 2025Q3: 4,808 shares; 2025Q4: 6,124 shares; 2026Q1: 7,508 shares 7,508 $849K 1.75% +1,384 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,731 shares; 2025Q1: 7,020 shares; 2025Q2: 7,029 shares; 2025Q3: 5,208 shares; 2025Q4: 4,829 shares; 2026Q1: 4,400 shares 4,400 $844K 1.74% -429 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 loaded; 2024Q4: 7,788 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,974 shares 10,974 $840K 1.73% new 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: not loaded; 2024Q4: not reported; 2025Q1: 6,249 shares; 2025Q2: 5,109 shares; 2025Q3: 5,427 shares; 2025Q4: 5,742 shares; 2026Q1: 10,960 shares 10,960 $802K 1.65% +5,218 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 599 shares; 2025Q1: 2,253 shares; 2025Q2: 2,296 shares; 2025Q3: 1,868 shares; 2025Q4: 3,052 shares; 2026Q1: 3,608 shares 3,608 $762K 1.57% +556 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,311 shares; 2025Q4: 15,376 shares; 2026Q1: 31,724 shares 31,724 $729K 1.5% +16,348 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,382 shares 22,382 $720K 1.48% new Timeline GOVT 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 loaded; 2024Q4: 1,280 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,603 shares 29,603 $678K 1.4% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,830 shares; 2025Q1: 8,427 shares; 2025Q2: 8,035 shares; 2025Q3: 9,094 shares; 2025Q4: 13,200 shares; 2026Q1: 13,998 shares 13,998 $647K 1.33% +798 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 loaded; 2024Q4: 6,187 shares; 2025Q1: 6,233 shares; 2025Q2: 6,672 shares; 2025Q3: 5,180 shares; 2025Q4: 6,054 shares; 2026Q1: 5,731 shares 5,731 $638K 1.32% -323 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,519 shares; 2025Q1: 2,538 shares; 2025Q2: 2,457 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,086 shares 13,086 $601K 1.24% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,168 shares; 2025Q2: 2,243 shares; 2025Q3: 2,635 shares; 2025Q4: 5,158 shares; 2026Q1: 6,232 shares 6,232 $592K 1.22% +1,074 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: not loaded; 2024Q4: 308 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,961 shares 3,961 $581K 1.2% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,456 shares; 2025Q1: 2,484 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,981 shares 6,981 $572K 1.18% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,548 shares; 2025Q1: 1,734 shares; 2025Q2: 2,610 shares; 2025Q3: 2,981 shares; 2025Q4: 3,656 shares; 2026Q1: 3,898 shares 3,898 $568K 1.17% +242 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: not loaded; 2024Q4: 1,708 shares; 2025Q1: 1,823 shares; 2025Q2: 1,825 shares; 2025Q3: 1,951 shares; 2025Q4: 1,820 shares; 2026Q1: 1,972 shares 1,972 $501K 1.03% +152 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,208 shares; 2025Q1: 4,450 shares; 2025Q2: 4,571 shares; 2025Q3: 4,248 shares; 2025Q4: 10,300 shares; 2026Q1: 9,294 shares 9,294 $483K 0.99% -1,006 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 loaded; 2024Q4: 1,476 shares; 2025Q1: 853 shares; 2025Q2: 1,460 shares; 2025Q3: 1,408 shares; 2025Q4: 979 shares; 2026Q1: 972 shares 972 $425K 0.87% -7 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,554 shares 4,554 $417K 0.86% new Timeline FDL 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 loaded; 2024Q4: not reported; 2025Q1: 8,775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,310 shares 7,310 $371K 0.77% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $364K 0.75% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,586 shares; 2025Q2: 9,183 shares; 2025Q3: 6,581 shares; 2025Q4: 8,269 shares; 2026Q1: 9,931 shares 9,931 $360K 0.74% +1,662 Timeline ITB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,563 shares; 2025Q4: 2,601 shares; 2026Q1: 3,756 shares 3,756 $340K 0.7% +1,155 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,950 shares 6,950 $334K 0.69% new Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,979 shares 3,979 $331K 0.68% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,586 shares; 2025Q1: 18,155 shares; 2025Q2: 17,050 shares; 2025Q3: 15,926 shares; 2025Q4: 15,226 shares; 2026Q1: 22,942 shares 22,942 $327K 0.67% +7,716 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,405 shares; 2025Q1: 6,729 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,036 shares 5,036 $300K 0.62% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: 1,452 shares; 2025Q4: 1,351 shares; 2026Q1: 1,423 shares 1,423 $296K 0.61% +72 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,123 shares; 2025Q4: 2,686 shares; 2026Q1: 2,950 shares 2,950 $296K 0.61% +264 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,021 shares; 2025Q4: 7,852 shares; 2026Q1: 8,809 shares 8,809 $290K 0.6% +957 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 697 shares; 2025Q1: 633 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: 416 shares 416 $272K 0.56% +98 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: not loaded; 2024Q4: 176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 697 shares; 2026Q1: 394 shares 394 $256K 0.53% -303 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: 2,387 shares; 2026Q1: 2,564 shares 2,564 $253K 0.52% +177 Timeline SYSB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,825 shares 2,825 $251K 0.52% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $203K 0.42% new Timeline