Fulcrum Equity Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,822	Closed	-$354K	–	123
2022 Q1	$354K	Buy	7,822 +1	+0%	+$45	0.21%	70
2021 Q4	$367K	Sell	7,821 -234	-3%	-$10.9K	0.14%	109
2021 Q3	$356K	Sell	8,055 -1,648	-17%	-$74.9K	0.14%	112
2021 Q2	$431K	Sell	9,703 -2,899	-23%	-$126K	0.16%	109
2021 Q1	$516K	Sell	12,602 -2,195	-15%	-$89.7K	0.2%	100
2020 Q4	$597K	Sell	14,797 -575	-4%	-$22.1K	0.24%	81
2020 Q3	$562K	Buy	15,372 +7,767	+102%	+$275K	0.26%	67
2020 Q2	$250K	Buy	+7,605	New	+$238K	0.12%	122

Other funds holding XLSR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFO

Capitol Family Office Beaverton, Oregon $84.7M AUM 15.85% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

Fulcrum Equity Management's XLSR Position: Q2 2022 in Review

Fulcrum Equity Management sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2022, closing a stake of 7,822 shares — an estimated $354K sold.

Fulcrum Equity Management first reported a position in XLSR in Q2 2020 and held it in 8 quarters. The position peaked at $597K in Q4 2020. 54 funds tracked by Wall St. Rank hold XLSR as of Q2 2022.

Fulcrum Equity Management reported no remaining State Street US Sector Rotation ETF position as of Q2 2022 after selling out during the quarter.
Fulcrum Equity Management sold 7,822 State Street US Sector Rotation ETF shares in Q2 2022, an estimated $354K.
Fulcrum Equity Management first reported a position in State Street US Sector Rotation ETF in Q2 2020 and held it in 8 quarters.
Fulcrum Equity Management's State Street US Sector Rotation ETF position peaked at $597K in Q4 2020.
54 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.