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Oliver Lagore Vanvalin Investment Group’s Global X NASDAQ 100 Risk Managed Income ETF QRMI Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio QRMI Stock Details QRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.1K Buy
+730
New +$11.8K ﹤0.01% 402
2024
Q4 		$12.7K Hold
730
– – ﹤0.01% 419
2024
Q3 		$12.4K Buy
730
+430
+143% +$7.24K ﹤0.01% 401
2024
Q2 		$5.05K Buy
+300
New +$5.1K ﹤0.01% 497

Other funds holding QRMI

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Global X NASDAQ 100 Risk Managed Income ETF (QRMI) in Q2 2025: 730 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in QRMI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in QRMI in Q2 2024 and has held it in 4 quarters since. The position peaked at $12.7K in Q4 2024. 15 funds tracked by Wall St. Rank hold QRMI as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 730 shares of Global X NASDAQ 100 Risk Managed Income ETF worth $12.1K as of Q2 2025.
  • Global X NASDAQ 100 Risk Managed Income ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Global X NASDAQ 100 Risk Managed Income ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #402 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Global X NASDAQ 100 Risk Managed Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Global X NASDAQ 100 Risk Managed Income ETF position peaked at $12.7K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Global X NASDAQ 100 Risk Managed Income ETF as of Q2 2025.

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