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Managed Portfolio Ser tortoise nram pi shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Managed Portfolio Ser tortoise nram pi

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise nram pi held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.7M 70k 24.32
2022-12-31 $3.0M 121k 24.69
2022-09-30 $2.9M 126k 23.10
2022-06-30 $3.1M 128k 24.25
2022-03-31 $3.2M 123k 26.49

More positions owned by Fulcrum Equity Management

Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Valero Energy Corporation (VLO)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

Top funds holding Managed Portfolio Ser tortoise nram pi

Arvest Trust Co N A
Bank of America Corporation
Foster & Motley
Arvest Investments
Atwood & Palmer
Keudell/Morrison Wealth Management
Busey Trust Company
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
CWM
Triangle Securities Wealth Management
HPM Partners
Oxbow Advisors
Edmonds Duncan Registered Investment Advisors

View all funds holding Managed Portfolio Ser tortoise nram pi