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Fulcrum Equity Management’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Fulcrum Equity Management’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,214
Closed -$1.01M – 135
2024
Q1 		$1.01M Buy
+9,214
New +$947K 1.19% 28

Other funds holding GVIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Fulcrum Equity Management's GVIP Position: Q2 2024 in Review

Fulcrum Equity Management sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2024, closing a stake of 9,214 shares — an estimated $1.01M sold.

Fulcrum Equity Management first reported a position in GVIP in Q1 2024 and held it in 1 quarter. The position peaked at $1.01M in Q1 2024. 39 funds tracked by Wall St. Rank hold GVIP as of Q2 2024.

  • Fulcrum Equity Management reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 9,214 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2024, an estimated $1.01M.
  • Fulcrum Equity Management first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q1 2024 and held it in 1 quarter.
  • Fulcrum Equity Management's Goldman Sachs Hedge Industry VIP ETF position peaked at $1.01M in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2024.

Based on Fulcrum Equity Management's 13F filing for Q2 2024, filed 22 Jul 2024.