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Oliver Lagore Vanvalin Investment Group’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SPUS Stock Details SPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$28.5K Buy
+732
New +$29.5K 0.01% 307
2024
Q4 		$23.6K Buy
+550
New +$23.5K 0.01% 339

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in SP Funds S&P 500 Sharia ETF (SPUS) in Q2 2025: 732 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPUS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPUS in Q4 2024 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold SPUS as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 732 shares of SP Funds S&P 500 Sharia ETF worth $28.5K as of Q2 2025.
  • SP Funds S&P 500 Sharia ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • SP Funds S&P 500 Sharia ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #307 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2024 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2025.

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