Fulcrum Equity Management Q2 2026 Portfolio Activity: Key Buys and Sells Observed

As part of our ongoing coverage of institutional investor activity, we've analyzed the latest filing from Fulcrum Equity Management. The data reveals notable shifts in their portfolio holdings during Q2 2026.

One of the most significant activities observed was substantial buying. Fulcrum Equity Management's position in SPDR Series Trust (SPLG) increased dramatically by 9,524 shares, representing a nearly 51% stake growth. This investor also showed strong interest in INVESCO Exchang Traded FD TR II (SPMO), acquiring all 14,031 shares held at the end of Q2.

Furthermore, Fulcrum Equity Management significantly boosted its holdings in SELECT SECTOR SPDR TR (XLF) by 14,633 shares and IShares TR (IUSB) by 9,213 shares. These additions suggest confidence in these specific sector trusts.

In contrast to the buying activity, Fulcrum Equity Management also engaged in notable selling during Q2. The investor disposed of a significant portion of their SCHWAB STRATEGIC TR (SCHD) position, reducing it by 29,579 shares or approximately -38.84%.

The sale was even more pronounced for SELECT SECTOR SPDR TR (XLE), where the investor sold off all but a small remaining stake, decreasing their holdings by 10,724 shares (-36.91%). This indicates a potential shift in sentiment towards this sector or specific company.

Additionally, Fulcrum Equity Management significantly reduced their position in SCHWAB STRATEGIC TR (SCHG) by 1,1017 shares (-38.84%) and exited the market for LIQUIDIA CORPORATION (LQDA), selling all of its holdings.

The investor also trimmed positions in several other ETFs/ETNs during Q2, including SPDR SERIES TRUST (FLRN) which saw a reduction by 29,836 shares (-100%), VANECK ETF TRUST (CLOI) reduced by 12,383 shares (-40.00%) and SCHWAB STRATEGIC TR (SCHB) decreased by 11,527 shares (-28.99%).