Fulcrum Equity Management’s VictoryShares US Discovery Enhanced Volatility Wtd ETF CSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,100	Closed	-$327K	–	203
2021 Q4	$327K	Buy	5,100 +137	+3%	+$8.63K	0.12%	120
2021 Q3	$300K	Sell	4,963 -15,933	-76%	-$957K	0.12%	128
2021 Q2	$1.27M	Buy	+20,896	New	+$1.27M	0.47%	64

Other funds holding CSF

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fulcrum Equity Management's CSF Position: Q1 2022 in Review

Fulcrum Equity Management sold out of VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) in Q1 2022, closing a stake of 5,100 shares — an estimated $327K sold.

Fulcrum Equity Management first reported a position in CSF in Q2 2021 and held it in 3 quarters. The position peaked at $1.27M in Q2 2021. 22 funds tracked by Wall St. Rank hold CSF as of Q1 2022.

Fulcrum Equity Management reported no remaining VictoryShares US Discovery Enhanced Volatility Wtd ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 5,100 VictoryShares US Discovery Enhanced Volatility Wtd ETF shares in Q1 2022, an estimated $327K.
Fulcrum Equity Management first reported a position in VictoryShares US Discovery Enhanced Volatility Wtd ETF in Q2 2021 and held it in 3 quarters.
Fulcrum Equity Management's VictoryShares US Discovery Enhanced Volatility Wtd ETF position peaked at $1.27M in Q2 2021.
22 funds tracked by Wall St. Rank held VictoryShares US Discovery Enhanced Volatility Wtd ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.