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Fulcrum Equity Management’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Fulcrum Equity Management’s Portfolio PRN Stock Details PRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-33,917
Closed -$3.47M – 220
2021
Q1 		$3.47M Buy
+33,917
New +$3.46M 1.37% 15

Other funds holding PRN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Fulcrum Equity Management's PRN Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q2 2021, closing a stake of 33,917 shares — an estimated $3.47M sold.

Fulcrum Equity Management first reported a position in PRN in Q1 2021 and held it in 1 quarter. The position peaked at $3.47M in Q1 2021. 68 funds tracked by Wall St. Rank hold PRN as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Invesco Dorsey Wright Industrials Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 33,917 Invesco Dorsey Wright Industrials Momentum ETF shares in Q2 2021, an estimated $3.47M.
  • Fulcrum Equity Management first reported a position in Invesco Dorsey Wright Industrials Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco Dorsey Wright Industrials Momentum ETF position peaked at $3.47M in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.