FEM
BOUT icon

Fulcrum Equity Management’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

Fulcrum Equity Management’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-98,267
Closed -$3.25M – 188
2021
Q1 		$3.25M Buy
+98,267
New +$3.38M 1.29% 19

Other funds holding BOUT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Fulcrum Equity Management's BOUT Position: Q2 2021 in Review

Fulcrum Equity Management sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q2 2021, closing a stake of 98,267 shares — an estimated $3.25M sold.

Fulcrum Equity Management first reported a position in BOUT in Q1 2021 and held it in 1 quarter. The position peaked at $3.25M in Q1 2021. 11 funds tracked by Wall St. Rank hold BOUT as of Q2 2021.

  • Fulcrum Equity Management reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 98,267 CapForce IBD Breakout Opportunities ETF shares in Q2 2021, an estimated $3.25M.
  • Fulcrum Equity Management first reported a position in CapForce IBD Breakout Opportunities ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's CapForce IBD Breakout Opportunities ETF position peaked at $3.25M in Q1 2021.
  • 11 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.