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Oliver Lagore Vanvalin Investment Group’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SPSK Stock Details SPSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-70
Closed -$1.25K – 809
2024
Q1 		$1.25K Buy
+70
New +$1.24K ﹤0.01% 647

Other funds holding SPSK

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
TVM
True Vision MN Woodbury, Minnesota $194M AUM 16.51% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPSK Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of SP Funds Dow Jones Global Sukuk ETF (SPSK) in Q2 2024, closing a stake of 70 shares — an estimated $1.25K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SPSK in Q1 2024 and held it in 1 quarter. The position peaked at $1.25K in Q1 2024. 39 funds tracked by Wall St. Rank hold SPSK as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining SP Funds Dow Jones Global Sukuk ETF position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 70 SP Funds Dow Jones Global Sukuk ETF shares in Q2 2024, an estimated $1.25K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q1 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's SP Funds Dow Jones Global Sukuk ETF position peaked at $1.25K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.