Fulcrum Equity Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,473	Closed	-$143K	–	153
2024 Q2	$143K	Buy	+12,473	New	+$149K	0.13%	130
2020 Q3	–	Sell	-20,645	Closed	-$276K	–	170
2020 Q2	$276K	Buy	+20,645	New	+$232K	0.13%	114

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 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

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

Fulcrum Equity Management's SLVP Position: Q3 2024 in Review

Fulcrum Equity Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2024, closing a stake of 12,473 shares — an estimated $143K sold.

Fulcrum Equity Management first reported a position in SLVP in Q2 2020 and held it in 2 quarters. The position peaked at $276K in Q2 2020. 54 funds tracked by Wall St. Rank hold SLVP as of Q3 2024.

Fulcrum Equity Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2024 after selling out during the quarter.
Fulcrum Equity Management sold 12,473 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2024, an estimated $143K.
Fulcrum Equity Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2020 and held it in 2 quarters.
Fulcrum Equity Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $276K in Q2 2020.
54 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.