Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2020 Filed on Oct 27, 2020
1,972
$133.35 - $134.1 $263K - $264K
VGT
Vanguard Information Technolog

ETFs
Q3 2020 Filed on Oct 27, 2020
4,434
$279.37 - $338.36 $1.24M - $1.5M
IBM
International Business Machines Corp

Technology
Q3 2020 Filed on Oct 27, 2020
2,542
$110.62 - $123.01 $281K - $313K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q3 2020 Filed on Oct 27, 2020
13,094
$49.13 - $64.05 $643K - $839K
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
Q3 2020 Filed on Oct 27, 2020
8,760
$27.61 - $32.41 $242K - $284K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q3 2020 Filed on Oct 27, 2020
6,894
$72.21 - $93.9 $498K - $647K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q3 2020 Filed on Oct 27, 2020
5,937
$49.18 - $55.94 $292K - $332K
VHT
Vanguard Health Care ETF

ETFs
Q3 2020 Filed on Oct 27, 2020
4,896
$194.1 - $209.76 $950K - $1.03M
IPO
Renaissance Cap Greenwich Fds

ETFs
Q3 2020 Filed on Oct 27, 2020
6,437
$40.84 - $52.28 $263K - $337K
ENTR
Entrepreneurshares Series Trus

ETFs
Q3 2020 Filed on Oct 27, 2020
23,253
$21.6 - $26.17 $502K - $609K
UTRN
Exch Traded Concepts Tr

ETFs
Q3 2020 Filed on Oct 27, 2020
17,165
$27.02 - $30.8 $464K - $529K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q3 2020 Filed on Oct 27, 2020
3,561
$89.42 - $99.13 $318K - $353K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Oct 27, 2020
6,600
$62.1 - $78.08 $410K - $515K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 27, 2020
11,708
$39.04 - $47.92 $457K - $561K
XSW
Spdr S&P Software & Services E

ETFs
Q3 2020 Filed on Oct 27, 2020
2,129
$108.86 - $128.69 $232K - $274K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2020 Filed on Oct 27, 2020
54,377
$47.47 - $62.15 $2.58M - $3.38M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
Q3 2020 Filed on Oct 27, 2020
10,702
$31.97 - $41.33 $342K - $442K
DAN
Dana Inc

Consumer Cyclical
Q2 2020 Filed on Aug 17, 2020
24,885
$6.86 - $15.72 $171K - $391K
ETF Ser Solutions
Q2 2020 Filed on Aug 17, 2020
25,150
N/A
Nabors Industries LTD
Q2 2020 Filed on Aug 17, 2020
40,000
N/A
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2020 Filed on Aug 17, 2020
16,145
$13.58 - $20.23 $219K - $327K
Ingersoll Rand PLC
Q2 2020 Filed on Aug 17, 2020
3,470
N/A
OMC
Omnicom Group Inc.

Communication Services
Q2 2020 Filed on Aug 17, 2020
4,431
$49.06 - $63.9 $217K - $283K
HEI
Heico Corp

Industrials
Q1 2020 Filed on Apr 01, 2020
3,670
$61.66 - $129.76 $226K - $476K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 01, 2020
4,911
$59.97 - $123.81 $295K - $608K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2020 Filed on Apr 01, 2020
24,974
$21.81 - $36.72 $545K - $917K
Bg Staffing Inc
Q1 2020 Filed on Apr 01, 2020
14,125
N/A
CPRT
Copart Inc

Consumer Cyclical
Q1 2020 Filed on Apr 01, 2020
10,839
$58.78 - $104.5 $637K - $1.13M
GIS
General Mills Inc

Consumer Defensive
Q1 2020 Filed on Apr 01, 2020
3,743
$47.28 - $59.67 $177K - $223K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 01, 2020
5,789
$69.95 - $174.81 $405K - $1.01M
JRS
Nuveen Real Estate Income Fund

Financial Services
Q1 2020 Filed on Apr 01, 2020
24,972
$4.92 - $11.09 $123K - $277K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q1 2020 Filed on Apr 01, 2020
5,415
$10.36 - $45.26 $56.1K - $245K
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2020 Filed on Apr 01, 2020
43,279
$15.54 - $27.83 $673K - $1.2M
SNPS
Synopsys Inc

Technology
Q1 2020 Filed on Apr 01, 2020
5,847
$108.48 - $164.99 $634K - $965K
Wellcare Health Plans Inc
Q4 2019 Filed on Feb 12, 2020
33
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Feb 12, 2020
37
$58.47 - $65.77 $2.16K - $2.43K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2019 Filed on Feb 12, 2020
26
$81.63 - $97.49 $2.12K - $2.53K
NDSN
Nordson Corp

Industrials
Q4 2019 Filed on Feb 12, 2020
31
$136.97 - $167.66 $4.25K - $5.2K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2019 Filed on Feb 12, 2020
43
$55.95 - $63.08 $2.41K - $2.71K
ASH
Ashland Global Holdings Inc

Basic Materials
Q4 2019 Filed on Feb 12, 2020
43
$71.59 - $78.85 $3.08K - $3.39K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
7
$75.05 - $84.14 $525 - $589
MASI
Masimo Corp

Healthcare
Q4 2019 Filed on Feb 12, 2020
20
$140.81 - $159.49 $2.82K - $3.19K
VIS
Vanguard Industrial ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
139
$139.34 - $155.5 $19.4K - $21.6K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
56
$40.49 - $45.76 $2.27K - $2.56K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2019 Filed on Feb 12, 2020
27
$61.11 - $67.92 $1.65K - $1.83K
GTY
Getty Realty Corp

Real Estate
Q4 2019 Filed on Feb 12, 2020
92
$31.96 - $33.66 $2.94K - $3.1K
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
85
$153.01 - $161.92 $13K - $13.8K
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Feb 12, 2020
180
$28.89 - $40.8 $5.2K - $7.34K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
1,098
$26.91 - $31.21 $29.5K - $34.3K
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