Lunt Capital Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$858K	Buy	9,519 +11	+0.1%	+$914	0.31%	51
2026 Q1	$715K	Hold	9,508	–	–	0.27%	57
2025 Q4	$714K	Sell	9,508 -295	-3%	-$21.9K	0.27%	55
2025 Q3	$718K	Hold	9,803	–	–	0.27%	54
2025 Q2	$699K	Buy	9,803 +79	+0.8%	+$5.34K	0.27%	52
2025 Q1	$645K	Hold	9,724	–	–	0.23%	49
2024 Q4	$652K	Buy	9,724 +182	+2%	+$12.3K	0.25%	49
2024 Q3	$642K	Hold	9,542	–	–	0.3%	53
2024 Q2	$606K	Hold	9,542	–	–	0.3%	53
2024 Q1	$577K	Sell	9,542 -9,956	-51%	-$570K	0.29%	56
2023 Q4	$1.05M	Buy	+19,498	New	+$1M	0.55%	42

Other funds holding SPHQ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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

Lunt Capital Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.12% in Q2 2026, buying an estimated $914 and bringing the position to 9,519 shares worth $858K. The position accounts for 0.31% of the portfolio, ranked #51.

Lunt Capital Management first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Lunt Capital Management held 9,519 shares of Invesco S&P 500 Quality ETF worth $858K as of Q2 2026.
Lunt Capital Management bought 11 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $914.
Invesco S&P 500 Quality ETF made up 0.31% of Lunt Capital Management's portfolio in Q2 2026, its #51 holding.
Lunt Capital Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
Lunt Capital Management's Invesco S&P 500 Quality ETF position peaked at $1.05M in Q4 2023.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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