LCM
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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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 39 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.
  • 39 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.