Number of Shares
13,987.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.38%
Total Estimate Gain
$105,411.89
% of Total Estimate Gain
2.20%

Lunt Capital Management, Inc.'s Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-03-31, Lunt Capital Management, Inc. held 13,987.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $1.05 Mil. This investment constitutes 0.38% of their stock portfolio, and Lunt Capital Management, Inc. now holds 0.01% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2023Q2. And since then Lunt Capital Management, Inc. has made 2 purchases of SPLV, at an average price of $66.89, for a total of 71,518.00 shares. In addition, there have been 2 sales at an average price of $67.15 for 57,531.00 shares. Based on historical transaction data and SPLV's current price of $73.36, Lunt Capital Management, Inc.'s estimated gain on his SPLV holdings is $105,411.89, reflecting a 2.20% gain to date.

Lunt Capital Management, Inc. SPLV ($73.36) Holding Chart

Lunt Capital Management, Inc. SPLV ($73.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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