Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $88.9 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Jan 25, 2022
6,530
$189.84 - $221.66 $1.24M - $1.45M
SCCO
Southern Copper Corp

Basic Materials
Q3 2021 Filed on Jan 25, 2022
3,266
$56.14 - $67.71 $183K - $221K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Jan 25, 2022
3,490
$249.49 - $325.25 $871K - $1.14M
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2021 Filed on Jan 25, 2022
11,518
$118.38 - $129.52 $1.36M - $1.49M
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2021 Filed on Jan 25, 2022
2,660
$108.65 - $110.11 $289K - $293K
PICK
Ishares Inc Msci Global Select

ETFs
Q4 2021 Filed on Jan 25, 2022
8,760
$40.24 - $44.48 $353K - $390K
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
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2021 Filed on Jan 25, 2022
13,740
$98.59 - $99.91 $1.35M - $1.37M
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 25, 2022
1,727
$135.09 - $284.11 $233K - $491K
CNXT
Vaneck Chinext ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
7,249
$43.85 - $54.23 $318K - $393K
XWEB
Spdr Ser Tr S&P Internet ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
15,935
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2021 Filed on Jul 15, 2021
5,182
$61.4 - $65.28 $318K - $338K
CHIS
Global X Fds Msci China Consum

ETFs
Q2 2021 Filed on Jul 15, 2021
14,530
$31.09 - $34.61 $452K - $503K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
11,651
$61.84 - $78.24 $720K - $912K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
5,781
$69.1 - $91.88 $399K - $531K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Jul 15, 2021
17,773
$31.65 - $35.42 $563K - $630K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
9,003
$86.44 - $94.72 $778K - $853K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
7,057
$54.94 - $66.28 $388K - $468K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Jul 15, 2021
5,823
$73.64 - $93.1 $429K - $542K
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2021 Filed on Jul 15, 2021
8,734
$47.38 - $52.6 $414K - $459K
BTEC
Principal ETF Principal Health

ETFs
Q2 2021 Filed on Jul 15, 2021
5,733
N/A
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
CLX
Clorox CO

Consumer Defensive
Q2 2021 Filed on Jul 15, 2021
1,084
$172.46 - $195.89 $187K - $212K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q2 2021 Filed on Jul 15, 2021
8,335
$38.86 - $46.58 $324K - $388K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 15, 2021
4,495
$52.01 - $56.09 $234K - $252K
Rbb Fd Inc
Q2 2021 Filed on Jul 15, 2021
54,375
N/A
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 15, 2021
21,077
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q2 2021 Filed on Jul 15, 2021
5,595
$59.77 - $66.86 $334K - $374K
FTXL
First Tr ETF Vi Nasdaq Semicon
Q2 2021 Filed on Jul 15, 2021
52,166
N/A
BBC
Bioshares Biotechnology

ETFs
Q2 2021 Filed on Jul 15, 2021
88,716
$44.33 - $52.28 $3.93M - $4.64M
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
Q2 2021 Filed on Jul 15, 2021
24,724
$44.03 - $50.74 $1.09M - $1.25M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
22,105
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
5,447
$298.75 - $366.66 $1.63M - $2M
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 15, 2021
3,469
$123.49 - $160.08 $428K - $555K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2021 Filed on Jul 15, 2021
12,883
$56.23 - $66.9 $724K - $862K
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Jul 15, 2021
69,964
N/A
Pacer Fds Tr
Q2 2021 Filed on Jul 15, 2021
29,301
N/A
CHIH
Global X Fds Msci China Health
Q2 2021 Filed on Jul 15, 2021
13,856
N/A
PXQ
Invesco Exchange Traded Fd Tr
Q2 2021 Filed on Jul 15, 2021
16,809
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2021 Filed on Jul 15, 2021
3,025
$79.92 - $87.25 $242K - $264K
SMTC
Semtech Corp

Technology
Q2 2021 Filed on Jul 15, 2021
7,023
$58.65 - $72.79 $412K - $511K
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
Q2 2021 Filed on Jul 15, 2021
98,267
$31.6 - $35.41 $3.11M - $3.48M
IPGP
Ipg Photonics Corp

Technology
Q2 2021 Filed on Jul 15, 2021
2,246
$187.5 - $238.71 $421K - $536K
JSML
Janus Detroit Str Tr Henderson

ETFs
Q2 2021 Filed on Jul 15, 2021
12,454
$63.11 - $70.4 $786K - $877K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q2 2021 Filed on Jul 15, 2021
4,610
$66.29 - $77.63 $306K - $358K
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
PRN
Invesco Dwa Industrials Moment

ETFs
Q2 2021 Filed on Jul 15, 2021
33,917
$95.7 - $104.57 $3.25M - $3.55M
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