Lunt Capital Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16,440	Closed	-$1.2M	–	101
2026 Q1	$1.2M	Sell	16,440 -16,242	-50%	-$1.2M	0.46%	46
2025 Q4	$2.33M	Buy	+32,682	New	+$2.35M	0.87%	33
2025 Q2	–	Sell	-13,987	Closed	-$1.05M	–	94
2025 Q1	$1.05M	Buy	+13,987	New	+$1.01M	0.38%	39
2024 Q4	–	Sell	-29,729	Closed	-$2.13M	–	91
2024 Q3	$2.13M	Buy	+29,729	New	+$2.04M	1%	28
2023 Q3	–	Sell	-27,802	Closed	-$1.75M	–	84
2023 Q2	$1.75M	Buy	+27,802	New	+$1.74M	0.94%	23

Other funds holding SPLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CCWA

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

PPA

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

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

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

Lunt Capital Management sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q2 2026, closing a stake of 16,440 shares — an estimated $1.2M sold.

Lunt Capital Management first reported a position in SPLV in Q2 2023 and held it in 5 quarters. The position peaked at $2.33M in Q4 2025. 350 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

Lunt Capital Management reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
Lunt Capital Management sold 16,440 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $1.2M.
Lunt Capital Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2023 and held it in 5 quarters.
Lunt Capital Management's Invesco S&P 500 Low Volatility ETF position peaked at $2.33M in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

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