Lunt Capital Management’s Davis Select US Equity ETF DUSA Stock Holding History

Lunt Capital Management’s Portfolio DUSA Stock Details DUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.77M	Sell	156,160 -466	-0.3%	-$25.6K	3.22%	6
2026 Q1	$7.95M	Sell	156,626 -1,276	-0.8%	-$66.1K	3.05%	7
2025 Q4	$8.07M	Sell	157,902 -1,211	-0.8%	-$59.6K	3.02%	9
2025 Q3	$7.62M	Sell	159,113 -502	-0.3%	-$23.7K	2.91%	9
2025 Q2	$7.39M	Sell	159,615 -6,700	-4%	-$288K	2.83%	9
2025 Q1	$7.04M	Buy	166,315 +7,906	+5%	+$347K	2.56%	9
2024 Q4	$6.67M	Buy	158,409 +28,113	+22%	+$1.21M	2.6%	9
2024 Q3	$5.43M	Buy	130,296 +24,195	+23%	+$982K	2.54%	11
2024 Q2	$4.31M	Buy	106,101 +28,485	+37%	+$1.13M	2.12%	12
2024 Q1	$3.13M	Buy	77,616 +20,299	+35%	+$763K	1.56%	15
2023 Q4	$2.02M	Sell	57,317 -35,051	-38%	-$1.16M	1.05%	22
2023 Q3	$2.92M	Buy	92,368 +6,863	+8%	+$225K	1.54%	13
2023 Q2	$2.74M	Buy	+85,505	New	+$2.55M	1.48%	14

Other funds holding DUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

Lunt Capital Management's DUSA Position: Q2 2026 in Review

Lunt Capital Management reduced its Davis Select US Equity ETF (DUSA) stake by 0.3% in Q2 2026, selling an estimated $25.6K and leaving 156,160 shares worth $8.77M. The position accounts for 3.22% of the portfolio, ranked #6.

Lunt Capital Management first reported a position in DUSA in Q2 2023 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Lunt Capital Management held 156,160 shares of Davis Select US Equity ETF worth $8.77M as of Q2 2026.
Lunt Capital Management sold 466 Davis Select US Equity ETF shares in Q2 2026, an estimated $25.6K.
Davis Select US Equity ETF made up 3.22% of Lunt Capital Management's portfolio in Q2 2026, its #6 holding.
Lunt Capital Management first reported a position in Davis Select US Equity ETF in Q2 2023 and has held it in 13 quarters since.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.