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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 $133B AUM 72.99% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return