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Fulcrum Equity Management’s VanEck Energy Income ETF EINC Stock Holding History

Fulcrum Equity Management’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,871
Closed -$974K – 102
2025
Q2 		$974K Sell
9,871
-1,285
-12% -$123K 1% 20
2025
Q1 		$1.12M Sell
11,156
-2,183
-16% -$214K 1.22% 18
2024
Q4 		$1.25M Sell
13,339
-1,012
-7% -$93.8K 1.24% 21
2024
Q3 		$1.22M Buy
+14,351
New +$1.18M 1.03% 24

Other funds holding EINC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Equity Management's EINC Position: Q3 2025 in Review

Fulcrum Equity Management sold out of VanEck Energy Income ETF (EINC) in Q3 2025, closing a stake of 9,871 shares — an estimated $974K sold.

Fulcrum Equity Management first reported a position in EINC in Q3 2024 and held it in 4 quarters. The position peaked at $1.25M in Q4 2024. 29 funds tracked by Wall St. Rank hold EINC as of Q3 2025.

  • Fulcrum Equity Management reported no remaining VanEck Energy Income ETF position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 9,871 VanEck Energy Income ETF shares in Q3 2025, an estimated $974K.
  • Fulcrum Equity Management first reported a position in VanEck Energy Income ETF in Q3 2024 and held it in 4 quarters.
  • Fulcrum Equity Management's VanEck Energy Income ETF position peaked at $1.25M in Q4 2024.
  • 29 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.