Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on Apr 15, 2022
1,659
N/A
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2022 Filed on Apr 15, 2022
21,118
$78.1 - $87.35 $1.65M - $1.84M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
Q1 2022 Filed on Apr 15, 2022
2,377
$115.65 - $134.15 $275K - $319K
TECH
Bio Techne Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
2,290
$353.85 - $487.79 $810K - $1.12M
CSF
Victory Portf Ii Shs Us Disc E

ETFs
Q1 2022 Filed on Apr 15, 2022
5,100
$57.25 - $65.52 $292K - $334K
CINF
Cincinnati Financial Corp

Financial Services
Q1 2022 Filed on Apr 15, 2022
1,934
$113.11 - $138.15 $219K - $267K
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on Apr 15, 2022
3,399
$237.29 - $323.58 $807K - $1.1M
DWMC
Advisorshares Tr Dorsey Wright

ETFs
Q1 2022 Filed on Apr 15, 2022
101,754
N/A
RCII
Rent A Center Inc De

Industrials
Q1 2022 Filed on Apr 15, 2022
4,168
$25.19 - $49.42 $105K - $206K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
Q1 2022 Filed on Apr 15, 2022
108,657
$30.45 - $35.31 $3.31M - $3.84M
VGSH
Vanguard

ETFs
Q1 2022 Filed on Apr 15, 2022
14,609
$59.19 - $60.79 $865K - $888K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2022 Filed on Apr 15, 2022
629
$255.51 - $362.11 $161K - $228K
CSX
Csx Corp

Industrials
Q1 2022 Filed on Apr 15, 2022
6,640
$33.34 - $37.8 $221K - $251K
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on Apr 15, 2022
6,089
$142.78 - $195.24 $869K - $1.19M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q1 2022 Filed on Apr 15, 2022
5,095
$83.69 - $103.52 $426K - $527K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,632
$181.39 - $234.03 $296K - $382K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on Apr 15, 2022
3,049
$53.7 - $77.38 $164K - $236K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
4,134
$39.83 - $65.74 $165K - $272K
TW
Tradeweb Markets Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
2,761
$79.02 - $96.47 $218K - $266K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
3,851
$61.84 - $78.2 $238K - $301K
ETN
Eaton Corp PLC

Industrials
Q1 2022 Filed on Apr 15, 2022
2,398
$145.79 - $171.46 $350K - $411K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q1 2022 Filed on Apr 15, 2022
7,278
$39.3 - $43.84 $286K - $319K
John Hancock Exchange Traded
Q1 2022 Filed on Apr 15, 2022
38,031
N/A
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on Apr 15, 2022
10,003
$44.6 - $53.7 $446K - $537K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 15, 2022
1,566
$132.23 - $175.09 $207K - $274K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2022 Filed on Apr 15, 2022
30,733
$79.44 - $93.34 $2.44M - $2.87M
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
1,319
$38.61 - $51.98 $50.9K - $68.6K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on Apr 15, 2022
16,363
N/A
WSO
Watsco Inc

Industrials
Q1 2022 Filed on Apr 15, 2022
1,091
$256.28 - $311.32 $280K - $340K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on Apr 15, 2022
1,171
$302.28 - $393.09 $354K - $460K
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on Apr 15, 2022
1,815
$238.04 - $276.69 $432K - $502K
New Amer High Income Fd Inc
Q1 2022 Filed on Apr 15, 2022
11,054
N/A
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
2,213
$99.21 - $115.26 $220K - $255K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
2,366
$174.8 - $642.2 $414K - $1.52M
SON
Sonoco Products CO

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
3,476
$54.42 - $62.72 $189K - $218K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on Apr 15, 2022
5,190
$44.97 - $51.68 $233K - $268K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
5,585
$49.6 - $59.81 $277K - $334K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
1,905
$143.98 - $202.66 $274K - $386K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on Apr 15, 2022
6,321
$49.62 - $62.33 $314K - $394K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
794
$257.27 - $315.76 $204K - $251K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
374
$411.5 - $564.37 $154K - $211K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on Apr 15, 2022
413
$380.09 - $587.6 $157K - $243K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on Apr 15, 2022
476
$94.08 - $130.2 $44.8K - $62K
XYL
Xylem Inc.

Industrials
Q1 2022 Filed on Apr 15, 2022
7,555
$82.37 - $118.13 $622K - $892K
Direxion Shs ETF Tr
Q1 2022 Filed on Apr 15, 2022
29,561
N/A
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on Apr 15, 2022
1,140
$145.63 - $177.15 $166K - $202K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,999
$101.96 - $128.34 $204K - $257K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Jan 25, 2022
5,030
$70.21 - $77.4 $353K - $389K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2021 Filed on Jan 25, 2022
9,476
$99.84 - $108.44 $946K - $1.03M
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