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Fulcrum Equity Management’s ProShares Long Online/Short Stores ETF CLIX Stock Holding History

Fulcrum Equity Management’s Portfolio CLIX Stock Details CLIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,295
Closed -$362K – 154
2020
Q3 		$362K Buy
+4,295
New +$363K 0.17% 93

Other funds holding CLIX

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fulcrum Equity Management's CLIX Position: Q4 2020 in Review

Fulcrum Equity Management sold out of ProShares Long Online/Short Stores ETF (CLIX) in Q4 2020, closing a stake of 4,295 shares — an estimated $362K sold.

Fulcrum Equity Management first reported a position in CLIX in Q3 2020 and held it in 1 quarter. The position peaked at $362K in Q3 2020. 52 funds tracked by Wall St. Rank hold CLIX as of Q4 2020.

  • Fulcrum Equity Management reported no remaining ProShares Long Online/Short Stores ETF position as of Q4 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,295 ProShares Long Online/Short Stores ETF shares in Q4 2020, an estimated $362K.
  • Fulcrum Equity Management first reported a position in ProShares Long Online/Short Stores ETF in Q3 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's ProShares Long Online/Short Stores ETF position peaked at $362K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held ProShares Long Online/Short Stores ETF as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.