Fulcrum Equity Management’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Fulcrum Equity Management’s Portfolio BTEC Stock Details BTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,733	Closed	-$332K	–	240
2021 Q1	$332K	Buy	+5,733	New	+$359K	0.13%	135
2020 Q3	–	Sell	-5,793	Closed	-$259K	–	182
2020 Q2	$259K	Buy	+5,793	New	+$231K	0.12%	118

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Fulcrum Equity Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2021, closing a stake of 5,733 shares — an estimated $332K sold.

Fulcrum Equity Management first reported a position in BTEC in Q2 2020 and held it in 2 quarters. The position peaked at $332K in Q1 2021. 33 funds tracked by Wall St. Rank hold BTEC as of Q2 2021.

Fulcrum Equity Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2021 after selling out during the quarter.
Fulcrum Equity Management sold 5,733 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2021, an estimated $332K.
Fulcrum Equity Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2020 and held it in 2 quarters.
Fulcrum Equity Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $332K in Q1 2021.
33 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2021.

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