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Fulcrum Equity Management’s HCM Defender 100 Index ETF QQH Stock Holding History

Fulcrum Equity Management’s Portfolio QQH Stock Details QQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,449
Closed -$872K – 109
2023
Q3 		$872K Buy
+19,449
New +$918K 1.02% 23
2020
Q3 		– Sell
-8,384
Closed -$255K – 168
2020
Q2 		$255K Buy
+8,384
New +$228K 0.12% 120

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Fulcrum Equity Management's QQH Position: Q4 2023 in Review

Fulcrum Equity Management sold out of HCM Defender 100 Index ETF (QQH) in Q4 2023, closing a stake of 19,449 shares — an estimated $872K sold.

Fulcrum Equity Management first reported a position in QQH in Q2 2020 and held it in 2 quarters. The position peaked at $872K in Q3 2023. 32 funds tracked by Wall St. Rank hold QQH as of Q4 2023.

  • Fulcrum Equity Management reported no remaining HCM Defender 100 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 19,449 HCM Defender 100 Index ETF shares in Q4 2023, an estimated $872K.
  • Fulcrum Equity Management first reported a position in HCM Defender 100 Index ETF in Q2 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's HCM Defender 100 Index ETF position peaked at $872K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.