Lunt Capital Management, Inc. RSP holdings history
INVESCO S&P 500 EQUAL WEIGHT · CUSIP 46137V357 · CIK 1608034
As of 2026-06-30, Lunt Capital Management, Inc. reported 34.28K RSP (shares), valued at $7.29M, or 2.68% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares increased 0.55%; reported value increased 11.48%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.68% | 34,283 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 2.51% | 34,095 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 2.40% | 33,456 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.94% | 26,697 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.59% | 22,916 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 1.85% | 29,271 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 1.85% | 27,152 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 2.01% | 24,041 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 1.76% | 21,792 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.60% | 19,022 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 1.03% | 12,602 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 1.48% | 19,832 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.48% | 19,832 | $2.81M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 1.03% | 12,602 | $1.99M | Shares decreased 36.46%; reported value decreased 29.23%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.60% | 19,022 | $3.22M | Shares increased 50.94%; reported value increased 62.01%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.76% | 21,792 | $3.58M | Shares increased 14.56%; reported value increased 11.12%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.01% | 24,041 | $4.31M | Shares increased 10.32%; reported value increased 20.31%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.85% | 27,152 | $4.76M | Shares increased 12.94%; reported value increased 10.46%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.85% | 29,271 | $5.07M | Shares increased 7.80%; reported value increased 6.57%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 1.59% | 22,916 | $4.16M | Shares decreased 21.71%; reported value decreased 17.86%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 1.94% | 26,697 | $5.06M | Shares increased 16.50%; reported value increased 21.60%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 2.40% | 33,456 | $6.41M | Shares increased 25.32%; reported value increased 26.55%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.51% | 34,095 | $6.54M | Shares increased 1.91%; reported value increased 2.10%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.68% | 34,283 | $7.29M | Shares increased 0.55%; reported value increased 11.48%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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