Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $115 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2021 Filed on Jan 25, 2022
11,518
$118.38 - $129.52 $1.36M - $1.49M
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
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q4 2021 Filed on Jan 25, 2022
54,707
$49.0 - $54.95 $2.68M - $3.01M
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
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2021 Filed on Jan 25, 2022
4,546
$125.08 - $136.86 $569K - $622K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
Q3 2021 Filed on Jan 25, 2022
21,614
$27.62 - $30.12 $597K - $651K
BLCN
Siren ETF Tr
Q4 2021 Filed on Jan 25, 2022
12,020
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 25, 2022
16,527
$44.57 - $55.81 $737K - $922K
Manager Directed Portfolios
Q3 2021 Filed on Jan 25, 2022
26,371
N/A
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q4 2021 Filed on Jan 25, 2022
31,083
$74.93 - $80.86 $2.33M - $2.51M
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2021 Filed on Jan 25, 2022
18,757
$19.92 - $23.13 $374K - $434K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2021 Filed on Jan 25, 2022
2,660
$108.65 - $110.11 $289K - $293K
ETF Managers Tr
Q3 2021 Filed on Jan 25, 2022
2,969
N/A
PSCD
Invesco S&P Smallcap Consumer

ETFs
Q4 2021 Filed on Jan 25, 2022
26,400
$103.53 - $121.06 $2.73M - $3.2M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
5,781
$69.1 - $91.88 $399K - $531K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2021 Filed on Jul 15, 2021
5,182
$61.4 - $65.28 $318K - $338K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
7,057
$54.94 - $66.28 $388K - $468K
BTEC
Principal ETF Principal Health

ETFs
Q2 2021 Filed on Jul 15, 2021
5,733
N/A
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
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
11,651
$61.84 - $78.24 $720K - $912K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 15, 2021
21,077
N/A
Rbb Fd Inc
Q2 2021 Filed on Jul 15, 2021
54,375
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 15, 2021
4,495
$52.01 - $56.09 $234K - $252K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
5,447
$298.75 - $366.66 $1.63M - $2M
BBC
Bioshares Biotechnology

ETFs
Q2 2021 Filed on Jul 15, 2021
88,716
$44.33 - $52.28 $3.93M - $4.64M
FTXL
First Tr ETF Vi Nasdaq Semicon
Q2 2021 Filed on Jul 15, 2021
52,166
N/A
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 15, 2021
3,469
$123.49 - $160.08 $428K - $555K
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
XWEB
Spdr Ser Tr S&P Internet ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
15,935
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
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 15, 2021
13,480
$40.88 - $51.27 $551K - $691K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q2 2021 Filed on Jul 15, 2021
4,610
$66.29 - $77.63 $306K - $358K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Jul 15, 2021
17,773
$31.65 - $35.42 $563K - $630K
CHIH
Global X Fds Msci China Health
Q2 2021 Filed on Jul 15, 2021
13,856
N/A
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
9,003
$86.44 - $94.72 $778K - $853K
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
JSML
Janus Detroit Str Tr Henderson

ETFs
Q2 2021 Filed on Jul 15, 2021
12,454
$63.11 - $70.4 $786K - $877K
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
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
ISCG
Ishares Morningstar Small Cap

ETFs
Q2 2021 Filed on Jul 15, 2021
8,734
$47.38 - $52.6 $414K - $459K
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email