Fulcrum Equity Management’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-108,657	Closed	-$3.82M	–	194
2021 Q4	$3.82M	Buy	108,657 +35,687	+49%	+$1.25M	1.43%	27
2021 Q3	$2.39M	Sell	72,970 -389	-0.5%	-$13.2K	0.93%	36
2021 Q2	$2.41M	Buy	+73,359	New	+$2.34M	0.9%	30

Other funds holding WOMN

SSCA

South Shore Capital Advisors Cohasset, Massachusetts $149M AUM

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Fulcrum Equity Management sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q1 2022, closing a stake of 108,657 shares — an estimated $3.82M sold.

Fulcrum Equity Management first reported a position in WOMN in Q2 2021 and held it in 3 quarters. The position peaked at $3.82M in Q4 2021. 20 funds tracked by Wall St. Rank hold WOMN as of Q1 2022.

Fulcrum Equity Management reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 108,657 Impact Shares Womens Empowerment ETF Trading shares in Q1 2022, an estimated $3.82M.
Fulcrum Equity Management first reported a position in Impact Shares Womens Empowerment ETF Trading in Q2 2021 and held it in 3 quarters.
Fulcrum Equity Management's Impact Shares Womens Empowerment ETF Trading position peaked at $3.82M in Q4 2021.
20 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q1 2022.

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