SECURITY NATIONAL BANK OF SO DAK quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, SECURITY NATIONAL BANK OF SO DAK opened 11 positions, added to 8, reduced 7, sold out of 1 and left 9 unchanged. The largest increase in value was BKMI (+$11,982,446); the largest decrease was VT (-$1,499,605).
- IVV: Country of operation —; Class OTHER; Shares 2025-12-31 1,111; Shares 2026-03-31 1,111.
- QQQ: Country of operation —; Class OTHER; Shares 2025-12-31 567; Shares 2026-03-31 567.
- VOO: Country of operation —; Class OTHER; Shares 2025-12-31 665; Shares 2026-03-31 665.
- JEPI: Country of operation —; Class OTHER; Shares 2025-12-31 29,885; Shares 2026-03-31 29,885.
Two Form 13F-HR filings compared (SEC CIK 1105909): 2025-12-31 (filed 2026-02-13) and 2026-03-31 (filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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