Fulcrum Equity Management’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,295	Closed	-$328K	–	174
2021 Q4	$328K	Buy	8,295 +740	+10%	+$28.7K	0.12%	118
2021 Q3	$276K	Sell	7,555 -840	-10%	-$31.8K	0.11%	142
2021 Q2	$313K	Buy	+8,395	New	+$312K	0.12%	142

Other funds holding RSPN

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fulcrum Equity Management's RSPN Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q1 2022, closing a stake of 8,295 shares — an estimated $328K sold.

Fulcrum Equity Management first reported a position in RSPN in Q2 2021 and held it in 3 quarters. The position peaked at $328K in Q4 2021. 104 funds tracked by Wall St. Rank hold RSPN as of Q1 2022.

Fulcrum Equity Management reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 8,295 Invesco S&P 500 Equal Weight Industrials ETF shares in Q1 2022, an estimated $328K.
Fulcrum Equity Management first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q2 2021 and held it in 3 quarters.
Fulcrum Equity Management's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $328K in Q4 2021.
104 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.