FEM
RMIF

Fulcrum Equity Management’s LHA Risk-Managed Income ETF RMIF Stock Holding History

Fulcrum Equity Management’s Portfolio RMIF Stock Details RMIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,000
Closed -$481K – 149
2024
Q3 		$481K Buy
19,000
+1,000
+6% +$25.2K 0.41% 83
2024
Q2 		$450K Buy
+18,000
New +$452K 0.4% 80

Other funds holding RMIF

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management's RMIF Position: Q4 2024 in Review

Fulcrum Equity Management sold out of LHA Risk-Managed Income ETF (RMIF) in Q4 2024, closing a stake of 19,000 shares — an estimated $481K sold.

Fulcrum Equity Management first reported a position in RMIF in Q2 2024 and held it in 2 quarters. The position peaked at $481K in Q3 2024. 10 funds tracked by Wall St. Rank hold RMIF as of Q4 2024.

  • Fulcrum Equity Management reported no remaining LHA Risk-Managed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 19,000 LHA Risk-Managed Income ETF shares in Q4 2024, an estimated $481K.
  • Fulcrum Equity Management first reported a position in LHA Risk-Managed Income ETF in Q2 2024 and held it in 2 quarters.
  • Fulcrum Equity Management's LHA Risk-Managed Income ETF position peaked at $481K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held LHA Risk-Managed Income ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.