Oliver Lagore Vanvalin Investment Group’s Fidelity International Value Factor ETF FIVA Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$853	Buy	+32	New	+$891	﹤0.01%	594
2024 Q4	$218	Buy	+9	New	+$228	﹤0.01%	655

Other funds holding FIVA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FIVA Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity International Value Factor ETF (FIVA) in Q2 2025: 32 shares worth $853. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FIVA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FIVA in Q4 2024 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold FIVA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 32 shares of Fidelity International Value Factor ETF worth $853 as of Q2 2025.
Fidelity International Value Factor ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fidelity International Value Factor ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #594 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity International Value Factor ETF in Q4 2024 and has held it in 2 quarters since.
49 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.