Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CHIH
Global X Fds Msci China Health
Q2 2021 Filed on Jul 15, 2021
13,856
N/A
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
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q2 2021 Filed on Jul 15, 2021
8,335
$38.86 - $46.58 $324K - $388K
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
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2021 Filed on Jul 15, 2021
3,025
$79.92 - $87.25 $242K - $264K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2021 Filed on Jul 15, 2021
2,709
$87.78 - $94.8 $238K - $257K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2021 Filed on Jul 15, 2021
5,182
$61.4 - $65.28 $318K - $338K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 15, 2021
5,447
$298.75 - $366.66 $1.63M - $2M
IGM
Ishares Expanded Tech Sector E

ETFs
Q1 2021 Filed on Apr 05, 2021
1,327
$56.89 - $63.23 $75.5K - $83.9K
PAYC
Paycom Software, Inc.

Technology
Q1 2021 Filed on Apr 05, 2021
6,087
$348.69 - $441.13 $2.12M - $2.69M
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q1 2021 Filed on Apr 05, 2021
5,901
$62.89 - $80.87 $371K - $477K
Maxim Integrated Prods Inc
Q1 2021 Filed on Apr 05, 2021
2,672
N/A
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2021 Filed on Apr 05, 2021
66,290
$32.86 - $37.5 $2.18M - $2.49M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q1 2021 Filed on Apr 05, 2021
19,712
$78.67 - $89.04 $1.55M - $1.76M
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2021 Filed on Apr 05, 2021
13,713
$161.65 - $202.88 $2.22M - $2.78M
SIL
Global X Silver Miners ETF

ETFs
Q1 2021 Filed on Apr 05, 2021
8,845
$38.74 - $49.75 $343K - $440K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 05, 2021
8,377
$79.33 - $108.11 $665K - $906K
Barclays Bank PLC
Q1 2021 Filed on Apr 05, 2021
140,908
N/A
FDNI
First Tr ETF Ii Dow Jones

ETFs
Q1 2021 Filed on Apr 05, 2021
9,508
$43.65 - $56.23 $415K - $535K
Ishares Gold Trust
Q1 2021 Filed on Apr 05, 2021
57,271
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2021 Filed on Apr 05, 2021
5,848
$62.38 - $71.94 $365K - $421K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2021 Filed on Apr 05, 2021
19,261
$115.9 - $135.98 $2.23M - $2.62M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2021 Filed on Apr 05, 2021
7,636
$52.97 - $58.45 $404K - $446K
VALE
Vale S.A.

Basic Materials
Q1 2021 Filed on Apr 05, 2021
14,997
$16.15 - $18.94 $242K - $284K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2021 Filed on Apr 05, 2021
12,347
$250.01 - $272.65 $3.09M - $3.37M
ROKU
Roku, Inc

Communication Services
Q1 2021 Filed on Apr 05, 2021
704
$300.79 - $469.7 $212K - $331K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2021 Filed on Apr 05, 2021
3,485
$96.94 - $112.05 $338K - $390K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2021 Filed on Apr 05, 2021
19,003
$110.26 - $156.58 $2.1M - $2.98M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
Q1 2021 Filed on Apr 05, 2021
34,030
$104.02 - $146.84 $3.54M - $5M
TRU
Trans Union

Industrials
Q4 2020 Filed on Feb 22, 2021
18,922
$79.15 - $100.97 $1.5M - $1.91M
Kraneshares Tr
Q4 2020 Filed on Feb 22, 2021
9,524
N/A
MA
Mastercard Inc

Financial Services
Q4 2020 Filed on Feb 22, 2021
5,054
$288.64 - $356.94 $1.46M - $1.8M
SLV
I Shares Silver Trust

ETFs
Q4 2020 Filed on Feb 22, 2021
13,410
$21.05 - $24.76 $282K - $332K
GLD
Spdr Gold Trust

ETFs
Q4 2020 Filed on Feb 22, 2021
1,680
$166.67 - $183.19 $280K - $308K
KURE
Kraneshares Tr Msci All China

ETFs
Q4 2020 Filed on Feb 22, 2021
11,218
$33.14 - $39.05 $372K - $438K
GPN
Global Payments Inc

Industrials
Q4 2020 Filed on Feb 22, 2021
8,989
$156.17 - $215.42 $1.4M - $1.94M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
Q4 2020 Filed on Feb 22, 2021
8,504
$159.33 - $171.52 $1.35M - $1.46M
CLIX
Proshares Tr Long Online/Short

ETFs
Q4 2020 Filed on Feb 22, 2021
4,295
$79.99 - $97.86 $344K - $420K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2020 Filed on Feb 22, 2021
12,187
$17.19 - $21.79 $209K - $266K
SQ
Block, Inc.

Technology
Q4 2020 Filed on Feb 22, 2021
1,313
$154.88 - $241.58 $203K - $317K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q4 2020 Filed on Feb 22, 2021
7,463
$38.11 - $39.3 $284K - $293K
IEHS
Ishares U S ETF Tr Ishares Evo

ETFs
Q4 2020 Filed on Feb 22, 2021
8,695
$32.96 - $37.4 $287K - $325K
FAF
First American Financial Corp

Financial Services
Q4 2020 Filed on Feb 22, 2021
4,038
$44.59 - $54.43 $180K - $220K
TKR
Timken CO

Industrials
Q4 2020 Filed on Feb 22, 2021
3,908
$53.88 - $78.35 $211K - $306K
PAYX
Paychex Inc

Industrials
Q3 2020 Filed on Oct 27, 2020
3,294
$71.63 - $79.77 $236K - $263K
Direxion Shs ETF Tr
Q3 2020 Filed on Oct 27, 2020
7,300
N/A
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