Fulcrum Equity Management Invesco Dwa Industrials Moment Transaction History

Fulcrum Equity Management

$108 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 15, 2021	SELL	N/A	-33,917 Closed	0 $0
Q1 2021 Apr 05, 2021	BUY	N/A	33,917 New	33,917 $3.47 Million

Others Institutions Holding PRN

# of Institutions

72

Shares Held

806K

Call Options Held

2K

Put Options Held

5K

Wells Fargo & Company San Francisco, CA

130K
Shares

$18.6 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$16.2 Million
1.61% of portfolio
Janney Montgomery Scott LLC

65.2K
Shares

$9.31 Million
0.03% of portfolio
Morgan Stanley New York, NY

63K
Shares

$9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

46.3K
Shares

$6.6 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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