Fulcrum Equity Management’s Invesco KBW Bank ETF KBWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,793	Closed	-$242K	–	93
2022 Q1	$242K	Sell	3,793 -834	-18%	-$57.8K	0.14%	95
2021 Q4	$314K	Sell	4,627 -3	-0.1%	-$210	0.12%	128
2021 Q3	$311K	Sell	4,630 -9,949	-68%	-$645K	0.12%	125
2021 Q2	$939K	Buy	+14,579	New	+$958K	0.35%	79

Other funds holding KBWB

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Fulcrum Equity Management's KBWB Position: Q2 2022 in Review

Fulcrum Equity Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 3,793 shares — an estimated $242K sold.

Fulcrum Equity Management first reported a position in KBWB in Q2 2021 and held it in 4 quarters. The position peaked at $939K in Q2 2021. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

Fulcrum Equity Management reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
Fulcrum Equity Management sold 3,793 Invesco KBW Bank ETF shares in Q2 2022, an estimated $242K.
Fulcrum Equity Management first reported a position in Invesco KBW Bank ETF in Q2 2021 and held it in 4 quarters.
Fulcrum Equity Management's Invesco KBW Bank ETF position peaked at $939K in Q2 2021.
151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.