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Fulcrum Equity Management’s Global X Guru Index ETF GURU Stock Holding History

Fulcrum Equity Management’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,131
Closed -$258K – 137
2025
Q4 		$258K Buy
+4,131
New +$255K 0.25% 97

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAR
Trask Adam Roland $106M AUM
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management's GURU Position: Q1 2026 in Review

Fulcrum Equity Management sold out of Global X Guru Index ETF (GURU) in Q1 2026, closing a stake of 4,131 shares — an estimated $258K sold.

Fulcrum Equity Management first reported a position in GURU in Q4 2025 and held it in 1 quarter. The position peaked at $258K in Q4 2025. 18 funds tracked by Wall St. Rank hold GURU as of Q1 2026.

  • Fulcrum Equity Management reported no remaining Global X Guru Index ETF position as of Q1 2026 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,131 Global X Guru Index ETF shares in Q1 2026, an estimated $258K.
  • Fulcrum Equity Management first reported a position in Global X Guru Index ETF in Q4 2025 and held it in 1 quarter.
  • Fulcrum Equity Management's Global X Guru Index ETF position peaked at $258K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.