Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PSCD
Invesco S&P Smallcap Consumer

ETFs
Q4 2021 Filed on Jan 25, 2022
26,400
$103.53 - $121.06 $2.73M - $3.2M
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Jan 25, 2022
7,427
$30.48 - $38.73 $226K - $288K
SCCO
Southern Copper Corp

Basic Materials
Q3 2021 Filed on Jan 25, 2022
3,266
$56.14 - $67.71 $183K - $221K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2021 Filed on Jan 25, 2022
2,660
$108.65 - $110.11 $289K - $293K
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2021 Filed on Jan 25, 2022
18,757
$19.92 - $23.13 $374K - $434K
ETF Managers Tr
Q3 2021 Filed on Jan 25, 2022
2,969
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2021 Filed on Jan 25, 2022
37,192
$73.28 - $81.04 $2.73M - $3.01M
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Jan 25, 2022
1,998
$184.24 - $201.29 $368K - $402K
BLCN
Siren ETF Tr
Q4 2021 Filed on Jan 25, 2022
12,020
N/A
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
Q3 2021 Filed on Jan 25, 2022
4,934
$65.7 - $70.48 $324K - $348K
Rbb Fd Inc
Q2 2021 Filed on Jul 15, 2021
54,375
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
5,781
$69.1 - $91.88 $399K - $531K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
7,057
$54.94 - $66.28 $388K - $468K
IPGP
Ipg Photonics Corp

Technology
Q2 2021 Filed on Jul 15, 2021
2,246
$187.5 - $238.71 $421K - $536K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 15, 2021
21,077
N/A
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q2 2021 Filed on Jul 15, 2021
24,724
$44.03 - $50.74 $1.09M - $1.25M
XWEB
Spdr Ser Tr S&P Internet ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
15,935
N/A
CLX
Clorox CO

Consumer Defensive
Q2 2021 Filed on Jul 15, 2021
1,084
$172.46 - $195.89 $187K - $212K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
22,105
N/A
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Jul 15, 2021
5,823
$73.64 - $93.1 $429K - $542K
BTEC
Principal ETF Principal Health

ETFs
Q2 2021 Filed on Jul 15, 2021
5,733
N/A
BBC
Bioshares Biotechnology

ETFs
Q2 2021 Filed on Jul 15, 2021
88,716
$44.33 - $52.28 $3.93M - $4.64M
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
11,651
$61.84 - $78.24 $720K - $912K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
5,554
$71.8 - $99.25 $399K - $551K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2021 Filed on Jul 15, 2021
12,883
$56.23 - $66.9 $724K - $862K
ITEQ
ETF Managers Tr Bluestar Israe
Q2 2021 Filed on Jul 15, 2021
5,459
N/A
CNXT
Vaneck Chinext ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
7,249
$43.85 - $54.23 $318K - $393K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
9,458
$35.39 - $40.24 $335K - $381K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q2 2021 Filed on Jul 15, 2021
52,876
$59.57 - $69.47 $3.15M - $3.67M
PXQ
Invesco Exchange Traded Fd Tr
Q2 2021 Filed on Jul 15, 2021
16,809
N/A
PRN
Invesco Dwa Industrials Moment

ETFs
Q2 2021 Filed on Jul 15, 2021
33,917
$95.7 - $104.57 $3.25M - $3.55M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q2 2021 Filed on Jul 15, 2021
4,610
$66.29 - $77.63 $306K - $358K
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2021 Filed on Jul 15, 2021
8,734
$47.38 - $52.6 $414K - $459K
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Jul 15, 2021
69,964
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
14,846
$171.78 - $189.99 $2.55M - $2.82M
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
9,003
$86.44 - $94.72 $778K - $853K
ROBO
Robo Global Robotics And Autom

ETFs
Q2 2021 Filed on Jul 15, 2021
5,595
$59.77 - $66.86 $334K - $374K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q2 2021 Filed on Jul 15, 2021
35,781
$79.12 - $90.57 $2.83M - $3.24M
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Jul 15, 2021
17,773
$31.65 - $35.42 $563K - $630K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
Q2 2021 Filed on Jul 15, 2021
43,571
$43.46 - $56.17 $1.89M - $2.45M
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
Q2 2021 Filed on Jul 15, 2021
48,197
$55.84 - $64.51 $2.69M - $3.11M
CNYA
Ishares Tr Msci China A ETF (D

ETFs
Q2 2021 Filed on Jul 15, 2021
17,283
$40.36 - $45.47 $698K - $786K
Invesco Exchange Traded Fd T
Q2 2021 Filed on Jul 15, 2021
39,729
N/A
MPWR
Monolithic Power Systems Inc

Technology
Q2 2021 Filed on Jul 15, 2021
6,065
$306.1 - $389.53 $1.86M - $2.36M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q2 2021 Filed on Jul 15, 2021
19,850
$47.59 - $56.42 $945K - $1.12M
BALL
Ball Corp

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
6,063
$79.19 - $93.98 $480K - $570K
CGNX
Cognex Corp

Technology
Q2 2021 Filed on Jul 15, 2021
28,500
$73.17 - $88.2 $2.09M - $2.51M
Pacer Fds Tr
Q2 2021 Filed on Jul 15, 2021
29,301
N/A
CHIS
Global X Fds Msci China Consum

ETFs
Q2 2021 Filed on Jul 15, 2021
14,530
$31.09 - $34.61 $452K - $503K
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