Fulcrum Equity Management’s Direxion Russell 1000 Growth Over Value ETF RWGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-29,561	Closed	-$3.93M	–	206
2021 Q4	$3.93M	Buy	29,561 +9,696	+49%	+$1.25M	1.47%	25
2021 Q3	$2.33M	Buy	+19,865	New	+$2.42M	0.91%	37
2020 Q3	–	Sell	-10,483	Closed	-$867K	–	184
2020 Q2	$867K	Buy	+10,483	New	+$773K	0.41%	51

Other funds holding RWGV

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Fulcrum Equity Management sold out of Direxion Russell 1000 Growth Over Value ETF (RWGV) in Q1 2022, closing a stake of 29,561 shares — an estimated $3.93M sold.

Fulcrum Equity Management first reported a position in RWGV in Q2 2020 and held it in 3 quarters. The position peaked at $3.93M in Q4 2021. 8 funds tracked by Wall St. Rank hold RWGV as of Q1 2022.

Fulcrum Equity Management reported no remaining Direxion Russell 1000 Growth Over Value ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 29,561 Direxion Russell 1000 Growth Over Value ETF shares in Q1 2022, an estimated $3.93M.
Fulcrum Equity Management first reported a position in Direxion Russell 1000 Growth Over Value ETF in Q2 2020 and held it in 3 quarters.
Fulcrum Equity Management's Direxion Russell 1000 Growth Over Value ETF position peaked at $3.93M in Q4 2021.
8 funds tracked by Wall St. Rank held Direxion Russell 1000 Growth Over Value ETF as of Q1 2022.

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